Tevis Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$194K Sell
2023
Q2
$222K Sell
2023
Q1
$246K Sell
2022
Q4
$397K Buy
2022
Q1
Sell
2021
Q4
$639K Buy