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Bestgate Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Bestgate Wealth Advisors’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 		$990K Hold
46,046
– – 2.05% 12
2025
Q1 		$990K Sell
46,046
-7,356
-14% -$158K 2.05% 12
2024
Q4 		$1.12M Buy
+53,402
New +$1.12M 2.26% 10