Safeguard Financial’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
-5,530
Closed -$107K 461
2023
Q2
$107K Buy
+5,530
New +$107K 0.05% 95