GSWM
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Golden State Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Golden State 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
2026
Q1 		$13.1K Sell
609
-12
-2% -$263 ﹤0.01% 1026
2025
Q4 		$13K Hold
621
– – ﹤0.01% 1033
2025
Q3 		$13.4K Hold
621
– – ﹤0.01% 1022
2025
Q2 		$13.1K Hold
621
– – ﹤0.01% 1001
2025
Q1 		$13.4K Sell
621
-459
-43% -$9.81K ﹤0.01% 914
2024
Q4 		$22.7K Buy
+1,080
New +$24.1K ﹤0.01% 741
2020
Q3 		– Sell
-6,840
Closed -$324K – 461
2020
Q2 		$324K Buy
6,840
+6,368
+1,349% +$111K 0.1% 126
2020
Q1 		$8K Buy
+472
New +$10.1K ﹤0.01% 659
2019
Q4 		– Sell
-476
Closed -$11K – 754
2019
Q3 		$11K Buy
476
+466
+4,660% +$10.7K ﹤0.01% 733
2019
Q2 		$0 Buy
+10
New +$223 ﹤0.01% 1147

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