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

Brown Wealth Management’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.06M	Sell
2025 Q2	$7.63M	Sell
2025 Q1	$7.91M	Buy
2024 Q4	$7.3M	Sell
2024 Q3	$8.04M	Buy
2024 Q2	$6.66M	Buy
2024 Q1	$5.93M	Buy