Highland Financial 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	-12,742	Closed	-$264K	–	57
2023 Q4	$264K	Buy	+12,742	New	+$264K	0.11%	41
2022 Q4	–	Sell	-13,994	Closed	-$262K	–	58
2022 Q3	$262K	Buy	13,994 +1,654	+13%	+$31K	0.18%	52
2022 Q2	$260K	Buy	+12,340	New	+$260K	0.18%	46