West Branch Capital’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
2024
Q3
Sell
-114
Closed -$2.28K 638
2024
Q2
$2.28K Hold
114
﹤0.01% 378
2024
Q1
$2.31K Buy
114
+1
+0.9% +$20 ﹤0.01% 377
2023
Q4
$2.35K Buy
+113
New +$2.35K ﹤0.01% 395