Heritage Wealth Advisors’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
2024 Q1	–	Sell	-4,810	Closed	-$99.6K	–	575
2023 Q4	$99.6K	Buy	+4,810	New	+$99.6K	0.01%	267