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Calton & Associates’s Schwab US REIT ETF SCHH Stock Holding History

Calton & Associates’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 		$377K Sell
17,811
-50
-0.3% -$1.06K 0.07% 250
2025
Q1 		$384K Buy
+17,861
New +$384K 0.09% 208