Gill Capital Partners’s Schwab US REIT ETF SCHH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-23,158
Closed -$408K 98
2020
Q2
$408K Buy
23,158
+3,322
+17% +$58.5K 0.27% 53
2020
Q1
$325K Buy
+19,836
New +$325K 0.24% 51
2018
Q4
$451K Buy
+19,940
New +$451K 0.32% 48