World Investment Advisors’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
Q4
Sell
-10,415
Closed -$241K 1031
2024
Q3
$241K Sell
10,415
-60
-0.6% -$1.39K 0.01% 809
2024
Q2
$209K Sell
10,475
-267
-2% -$5.33K 0.01% 586
2024
Q1
$218K Buy
+10,742
New +$218K 0.03% 365