MWP
SCHH icon

Moller Wealth Partners’s Schwab US REIT ETF SCHH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-9,753
Closed -$416K 45
2016
Q3
$416K Buy
+9,753
New +$416K 0.19% 35
2016
Q1
Sell
-10,873
Closed -$431K 39
2015
Q4
$431K Buy
+10,873
New +$431K 0.24% 31