Clearview Wealth Advisors’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
$1.22M Buy
57,696
+666
+1% +$14.1K 0.85% 28
2025
Q1
$1.23M Sell
57,030
-594
-1% -$12.8K 0.92% 26
2024
Q4
$1.21M Buy
57,624
+231
+0.4% +$4.87K 0.92% 28
2024
Q3
$1.33M Buy
57,393
+1,698
+3% +$39.3K 1.02% 24
2024
Q2
$1.11M Buy
+55,695
New +$1.11M 0.97% 25