FWM
SCHH icon

Forza Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Forza Wealth Management’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
Q4 		– Sell
-35,633
Closed -$769K – 188
2025
Q3 		$769K Sell
35,633
-923
-3% -$19.7K 0.29% 81
2025
Q2 		$774K Hold
36,556
– – 0.32% 81
2025
Q1 		$786K Hold
36,556
– – 0.35% 73
2024
Q4 		$770K Hold
36,556
– – 0.35% 72
2024
Q3 		$847K Sell
36,556
-1
-0% -$22 0.39% 70
2024
Q2 		$730K Hold
36,557
– – 0.38% 72
2024
Q1 		$742K Hold
36,557
– – 0.39% 69
2023
Q4 		$757K Sell
36,557
-4,442
-11% -$82.6K 0.42% 64
2023
Q3 		$728K Hold
40,999
– – 0.38% 83
2023
Q2 		$801K Hold
40,999
– – 0.4% 80
2023
Q1 		$799K Buy
40,999
+4,442
+12% +$89K 0.41% 79
2022
Q4 		$705K Buy
+36,557
New +$704K 0.47% 60

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