RIA Advisory Group’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
Q3
Sell
-10,691
Closed -$209K 133
2023
Q2
$209K Buy
10,691
+1
+0% +$20 0.09% 109
2023
Q1
$208K Sell
10,690
-998
-9% -$19.5K 0.1% 109
2022
Q4
$12.2K Buy
+11,688
New +$12.2K 0.01% 96