Fiduciary Alliance’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
$4.07M Buy
2025
Q2
$3.85M Sell
2025
Q1
$4.03M Sell
2024
Q4
$3.97M Buy
2024
Q3
$4.02M Buy
2024
Q2
$3.18M Buy
2024
Q1
$3M Buy
2023
Q4
$2.93M Buy
2023
Q3
Sell
2023
Q2
$5.8K Buy
2023
Q1
Sell
2022
Q4
$5.32K Buy