IAM Advisory’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	–	Sell	-510,000	Closed	-$11.7M	–	96
2021 Q2	$11.7M	Buy	+510,000	New	+$11.7M	1.54%	16