Summit Wealth & Retirement Planning’s Schwab US REIT ETF SCHH Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio SCHH Stock Details SCHH Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell
2020 Q2	$1.82M	Buy
2020 Q1	$1.54M	Buy
2019 Q4	$1.81M	Buy
2019 Q3	$1.86M	Buy
2019 Q2	$1.75M	Buy
2019 Q1	$1.74M	Sell
2018 Q4	$1.73M	Buy