Comprehensive Money Management Services’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
$822K Buy
38,834
+2,992
+8% +$63.3K 0.62% 55
2025
Q1
$771K Buy
35,842
+525
+1% +$11.3K 0.62% 53
2024
Q4
$744K Buy
+35,317
New +$744K 0.61% 54