Legend Financial 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
2025
Q2
$466 Buy
+22
New +$466 ﹤0.01% 162
2025
Q1
Sell
-22
Closed -$463 211
2024
Q4
$463 Buy
+22
New +$463 ﹤0.01% 226