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

Aegis Wealth Management’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$508K Hold
23,621
– – 0.3% 56
2025
Q1 		$508K Sell
23,621
-480
-2% -$10.3K 0.3% 58
2024
Q4 		$508K Buy
+24,101
New +$508K 0.34% 49