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Wealth Management Solutions’s Schwab US REIT ETF SCHH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-11,398
Closed -$240K 96
2022
Q2
$240K Hold
11,398
0.14% 79
2022
Q1
$284K Buy
11,398
+5,770
+103% +$144K 0.15% 88
2021
Q4
$297K Buy
+5,628
New +$297K 0.15% 89