Aegis Wealth Management (Maryland)’s Schwab US REIT ETF SCHH Stock Holding History

Aegis Wealth Management (Maryland)’s Portfolio SCHH Stock Details SCHH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$437K	Buy
2025 Q3	$443K	Sell
2025 Q2	$508K	Hold
2025 Q1	$508K	Sell
2024 Q4	$508K	Buy