Discipline Wealth Solutions’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
$436K Buy
20,593
+154
+0.8% +$3.26K 0.17% 65
2025
Q1
$440K Buy
20,439
+94
+0.5% +$2.02K 0.21% 50
2024
Q4
$428K Buy
+20,345
New +$428K 0.2% 53