Realta Investment 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
2023
Q1
Sell
-1,601
Closed -$30.9K 742
2022
Q4
$30.9K Sell
1,601
-1,345
-46% -$25.9K 0.01% 596
2022
Q3
$55K Buy
+2,946
New +$55K 0.01% 523
2019
Q3
Sell
-94
Closed -$3K 1778
2019
Q2
$3K Buy
+94
New +$3K ﹤0.01% 1504