Waypoint Capital Advisors’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
2024
Q3
$1.92M Sell
2024
Q2
$1.78M Sell
2024
Q1
$2.07M Sell
2023
Q4
$2.59M Buy
2023
Q3
$1.02M Sell
2023
Q2
$1.21M Sell
2023
Q1
$1.25M Hold
2022
Q4
$1.24M Sell
2022
Q3
$1.2M Sell
2022
Q2
$2M Buy