Heritage Financial Services’s Schwab US REIT ETF SCHH Stock Holding History

Heritage Financial Services’s Portfolio SCHH Stock Details SCHH Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$398K	Sell
2025 Q2	$392K	Sell
2025 Q1	$418K	Buy
2024 Q4	$397K	Sell
2024 Q3	$471K	Buy
2024 Q2	$384K	Buy
2024 Q1	$387K	Buy
2023 Q4	$355K	Buy