McClarren Financial Advisors’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
2024 Q1	–	Sell	-2,998	Closed	-$62K	–	412
2023 Q4	$62K	Buy	2,998 +35	+1%	+$650	0.05%	139
2023 Q3	$52K	Buy	2,963 +23	+0.8%	+$443	0.05%	142
2023 Q2	$57K	Buy	2,940 +31	+1%	+$594	0.05%	144
2023 Q1	$54K	Buy	2,909 +468	+19%	+$9.37K	0.05%	135
2022 Q4	$47K	Buy	2,441 +20	+0.8%	+$385	0.04%	154
2022 Q3	$45K	Buy	+2,421	New	+$52.4K	0.04%	136
2022 Q2	–	Sell	-2,387	Closed	-$59K	–	219
2022 Q1	$59K	Buy	2,387 +1	+0%	+$24	0.04%	114
2021 Q4	$63K	Buy	2,386 +18	+0.8%	+$444	0.04%	124
2021 Q3	$54K	Buy	2,368 +142	+6%	+$3.39K	0.04%	111
2021 Q2	$50K	Buy	2,226 +8	+0.4%	+$178	0.04%	114
2021 Q1	$46K	Buy	2,218 +4	+0.2%	+$78	0.04%	114
2020 Q4	$42K	Buy	+2,214	New	+$41K	0.04%	107