H&H Retirement Design & Management’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
-312,764
Closed -$5.51M 51
2020
Q2
$5.51M Sell
312,764
-11,838
-4% -$208K 4.88% 7
2020
Q1
$5.31M Buy
+324,602
New +$5.31M 5.04% 6