Embree Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$268K Sell
2025
Q2
$367K Sell
2025
Q1
$377K Sell
2024
Q4
$440K Sell
2024
Q3
$489K Sell
2024
Q2
$429K Sell
2024
Q1
$449K Sell
2023
Q4
$557K Buy