EP Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

EP Wealth Advisors’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$141K	Sell
2025 Q1	$236K	Buy
2024 Q4	$187K	Sell
2024 Q3	$207K	Buy
2024 Q2	$134K	Sell
2024 Q1	$146K	Buy
2023 Q2	–	Sell
2023 Q1	$4.83M	Buy
2022 Q3	–	Sell
2022 Q2	$166K	Sell
2022 Q1	$232K	Buy