Lyell Wealth Management’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
2022 Q4	–	Sell	-12,251	Closed	-$229K	–	198
2022 Q3	$229K	Buy	12,251 +95	+0.8%	+$1.78K	0.04%	174
2022 Q2	$256K	Buy	12,156 +79	+0.7%	+$1.66K	0.04%	167
2022 Q1	$301K	Buy	12,077 +15	+0.1%	+$374	0.04%	170
2021 Q4	$318K	Buy	+12,062	New	+$318K	0.04%	163