KCM Investment 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
2018
Q4
Sell
-95,468
Closed -$1.99M 505
2018
Q3
$1.99M Buy
+95,468
New +$1.99M 0.11% 154
2015
Q2
Sell
-9,930
Closed -$201K 550
2015
Q1
$201K Buy
+9,930
New +$201K 0.02% 510