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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,388
Closed -$287K 922
2024
Q3
$287K Buy
+12,388
New +$287K 0.01% 700
2024
Q1
Sell
-14,803
Closed -$307K 918
2023
Q4
$307K Buy
+14,803
New +$307K 0.01% 635