TrueWealth LLC’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
2020
Q2
$52K Sell
2020
Q1
$52K Sell
2019
Q4
$105K Buy
2019
Q3
$107K Sell
2019
Q2
$126K Sell
2019
Q1
$126K Buy
2018
Q4
$109K Buy
2018
Q3
$117K Sell
2018
Q2
$136K Sell
2018
Q1
$227K Buy
2017
Q4
$226K Buy