Kiely Wealth Advisory Group’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
$1.93K Hold
90
﹤0.01% 293
2024
Q3
$2.01K Hold
90
﹤0.01% 292
2024
Q2
$1.94K Hold
90
﹤0.01% 280
2024
Q1
$1.71K Hold
90
﹤0.01% 256
2023
Q4
$1.8K Buy
+90
New +$1.8K ﹤0.01% 248