Independence 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
2020
Q3
$2K Buy
104
+30
+41% +$577 ﹤0.01% 167
2020
Q2
$1K Buy
74
+6
+9% +$81 ﹤0.01% 164
2020
Q1
$1K Hold
68
﹤0.01% 151
2019
Q4
$2K Buy
+68
New +$2K ﹤0.01% 157