MWM
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Moran Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Moran Wealth Management’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-95,006
Closed -$1.83M – 371
2022
Q4 		$1.83M Buy
+95,006
New +$1.83M 0.07% 218