Stone Asset Management’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
2022
Q2
Sell
-8,761
Closed -$218K 49
2022
Q1
$218K Buy
8,761
+11
+0.1% +$274 0.12% 44
2021
Q4
$231K Buy
+8,750
New +$231K 0.14% 39