LifeGuide 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
2024
Q1
Sell
-23,788
Closed -$493K 42
2023
Q4
$493K Buy
+23,788
New +$493K 0.26% 29
2023
Q1
Sell
-10,473
Closed -$202K 34
2022
Q4
$202K Buy
+10,473
New +$202K 0.18% 29