United Asset Strategies’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
2019 Q4	–	Sell	-9,754	Closed	-$230K	–	210
2019 Q3	$230K	Buy	9,754 +126	+1%	+$2.97K	0.05%	168
2019 Q2	$214K	Buy	9,628 +42	+0.4%	+$934	0.05%	176
2019 Q1	$213K	Buy	+9,586	New	+$213K	0.05%	185