Avidian Wealth Enterprises’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	–	Sell	-10,741	Closed	-$231K	–	572
2025 Q1	$231K	Buy	10,741 +44	+0.4%	+$946	0.01%	478
2024 Q4	$225K	Sell	10,697 -583	-5%	-$12.3K	0.01%	461
2024 Q3	$261K	Buy	11,280 +1,135	+11%	+$26.3K	0.01%	422
2024 Q2	$203K	Buy	+10,145	New	+$203K	0.01%	469