Stokes Family Office’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
Q4
Sell
-11,173
Closed -$198K 316
2023
Q3
$198K Hold
11,173
0.02% 310
2023
Q2
$218K Buy
+11,173
New +$218K 0.03% 280