Means Investment Company’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
-68,810
Closed -$1.29M 194
2022
Q3
$1.29M Buy
68,810
+24,610
+56% +$460K 0.28% 73
2022
Q2
$932K Buy
44,200
+24,235
+121% +$511K 0.2% 87
2022
Q1
$497K Buy
+19,965
New +$497K 0.09% 118