Abound Wealth Management’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
2025
Q2
$41.1K Buy
1,942
+1,652
+570% +$35K 0.01% 226
2025
Q1
$6.24K Buy
290
+1
+0.3% +$22 ﹤0.01% 488
2024
Q4
$6.09K Sell
289
-678
-70% -$14.3K ﹤0.01% 488
2024
Q3
$22.4K Buy
967
+686
+244% +$15.9K 0.01% 269
2024
Q2
$5.62K Hold
281
﹤0.01% 475
2024
Q1
$5.71K Sell
281
-1,246
-82% -$25.3K ﹤0.01% 487
2023
Q4
$31.6K Buy
1,527
+1,250
+451% +$25.9K 0.01% 196
2023
Q3
$4.91K Buy
277
+2
+0.7% +$35 ﹤0.01% 463
2023
Q2
$5.36K Buy
275
+3
+1% +$58 ﹤0.01% 462
2023
Q1
$5.3K Buy
272
+2
+0.7% +$39 ﹤0.01% 393
2022
Q4
$5.21K Buy
270
+2
+0.7% +$39 ﹤0.01% 343
2022
Q3
$5.01K Buy
268
+2
+0.8% +$37 ﹤0.01% 367
2022
Q2
$5.61K Buy
266
+2
+0.8% +$42 ﹤0.01% 99
2022
Q1
$6.57K Buy
+264
New +$6.57K ﹤0.01% 95