Global Wealth Strategies & Associates’s Schwab US REIT ETF SCHH Stock Holding History

Global Wealth Strategies & Associates’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
2026 Q2	–	Sell	-97	Closed	-$2.08K	–	394
2026 Q1	$2.08K	Buy	+97	New	+$2.13K	﹤0.01%	414
2025 Q4	–	Sell	-24	Closed	-$518	–	583
2025 Q3	$518	Buy	+24	New	+$512	﹤0.01%	447
2024 Q3	–	Hold	0	–	–	–	377
2024 Q2	–	Hold	0	–	–	–	365
2024 Q1	–	Sell	-1	Closed	-$12	–	396
2023 Q4	$12	Hold	1	–	–	﹤0.01%	328
2023 Q3	$10	Hold	1	–	–	﹤0.01%	341
2023 Q2	$11	Sell	1 -14	-93%	-$268	﹤0.01%	318
2023 Q1	$284	Buy	15 +14	+1,400%	+$280	﹤0.01%	317
2022 Q4	$11	Buy	+1	New	+$19	﹤0.01%	341

Other funds holding SCHH

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return