LifePlan Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$2K Sell
2020
Q2
$8K Sell
2020
Q1
$11K Buy
2019
Q4
$15K Sell
2019
Q3
$29K Buy
2019
Q2
$7K Buy
2019
Q1
$7K Buy
2018
Q4
$5K Buy
2018
Q3
$5K Buy