Homrich & Berg’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
2021
Q3
$387K Sell
16,944
-2,132
-11% -$48.7K 0.01% 327
2021
Q2
$437K Sell
19,076
-2,228
-10% -$51K 0.01% 308
2021
Q1
$438K Sell
21,304
-9,296
-30% -$191K 0.01% 288
2020
Q4
$581K Buy
+30,600
New +$581K 0.02% 253