Householder Group Estate & Retirement Specialist’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
Q4
Sell
-26
Closed 1080
2024
Q3
$0 Buy
+26
New ﹤0.01% 1302
2024
Q2
Sell
-26
Closed -$528 1319
2024
Q1
$528 Hold
26
﹤0.01% 1154
2023
Q4
$0 Hold
26
﹤0.01% 1305
2023
Q3
$462 Buy
+26
New +$462 ﹤0.01% 1194
2023
Q1
$1K Buy
+37
New +$1K ﹤0.01% 1177