Costello Asset Management’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
$2.54K Buy
120
+1
+0.8% +$21 ﹤0.01% 620
2025
Q1
$2.57K Buy
+119
New +$2.57K ﹤0.01% 600