Schneider Downs Wealth Management 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
2018
Q1
Sell
-11,034
Closed -$230K 56
2017
Q4
$230K Sell
11,034
-2,142
-16% -$44.6K 0.13% 37
2017
Q3
$271K Buy
13,176
+1,212
+10% +$24.9K 0.17% 34
2017
Q2
$247K Buy
+11,964
New +$247K 0.16% 34