Portland Financial Advisors’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
2025 Q2	$444K	Sell	21,000 -133	-0.6%	-$2.81K	1.07%	34
2025 Q1	$455K	Buy	21,133 +1,265	+6%	+$27.2K	1.16%	29
2024 Q4	$418K	Buy	+19,868	New	+$418K	1.13%	32