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

Opes 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
-26,017
Closed -$502K – 115
2022
Q4 		$502K Buy
+26,017
New +$502K 0.18% 64