CFP
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Cypress Financial Planning’s Schwab US REIT ETF SCHH Stock Holding History

Cypress Financial Planning’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 		$271K Buy
12,814
+807
+7% +$17.1K 0.09% 71
2025
Q1 		$258K Buy
12,007
+477
+4% +$10.3K 0.09% 70
2024
Q4 		$243K Buy
11,530
+1,118
+11% +$23.5K 0.09% 71
2024
Q3 		$241K Buy
+10,412
New +$241K 0.09% 67