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

Abound Wealth Management’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.7K	Buy	1,083 +48	+5%	+$1.12K	0.01%	334
2026 Q1	$22.3K	Buy	1,035 +50	+5%	+$1.1K	0.01%	378
2025 Q4	$20.6K	Buy	985 +32	+3%	+$679	﹤0.01%	363
2025 Q3	$20.5K	Sell	953 -989	-51%	-$21.1K	0.01%	352
2025 Q2	$41.1K	Buy	1,942 +1,652	+570%	+$34.6K	0.01%	226
2025 Q1	$6.24K	Buy	290 +1	+0.3%	+$21	﹤0.01%	488
2024 Q4	$6.08K	Sell	289 -678	-70%	-$15.2K	﹤0.01%	488
2024 Q3	$22.4K	Buy	967 +686	+244%	+$15K	0.01%	269
2024 Q2	$5.62K	Hold	281	–	–	﹤0.01%	475
2024 Q1	$5.71K	Sell	281 -1,246	-82%	-$25K	﹤0.01%	487
2023 Q4	$31.6K	Buy	1,527 +1,250	+451%	+$23.2K	0.01%	196
2023 Q3	$4.91K	Buy	277 +2	+0.7%	+$38	﹤0.01%	463
2023 Q2	$5.36K	Buy	275 +3	+1%	+$58	﹤0.01%	462
2023 Q1	$5.3K	Buy	272 +2	+0.7%	+$40	﹤0.01%	393
2022 Q4	$5.21K	Buy	270 +2	+0.7%	+$38	﹤0.01%	343
2022 Q3	$5K	Buy	268 +2	+0.8%	+$43	﹤0.01%	367
2022 Q2	$5.61K	Buy	266 +2	+0.8%	+$46	﹤0.01%	99
2022 Q1	$6.57K	Buy	+264	New	+$6.37K	﹤0.01%	95

Other funds holding SCHH

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return