Sterling Financial Planning’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
2021 Q4	–	Sell	-1,858	Closed	-$42K	–	335
2021 Q3	$42K	Sell	1,858 -14	-0.7%	-$316	0.03%	199
2021 Q2	$43K	Sell	1,872 -14	-0.7%	-$322	0.03%	179
2021 Q1	$39K	Buy	1,886 +4	+0.2%	+$83	0.03%	171
2020 Q4	$36K	Buy	+1,882	New	+$36K	0.03%	167