FFWM
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Future Financial Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Future Financial 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
-3,900
Closed -$84.1K – 374
2025
Q3 		$84.1K Hold
3,900
– – 0.05% 190
2025
Q2 		$82.5K Hold
3,900
– – 0.06% 184
2025
Q1 		$83.9K Hold
3,900
– – 0.06% 172
2024
Q4 		$82.1K Hold
3,900
– – 0.06% 179
2024
Q3 		$90.4K Buy
+3,900
New +$85.3K 0.06% 181
2024
Q2 		– Sell
-3,900
Closed -$79.2K – 392
2024
Q1 		$79.2K Buy
+3,900
New +$78.2K 0.06% 203
2022
Q2 		– Sell
-3,800
Closed -$95K – 417
2022
Q1 		$95K Hold
3,800
– – 0.08% 187
2021
Q4 		$99K Buy
+3,800
New +$93.6K 0.08% 194

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DI
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Cerity Partners
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return