Hillcrest Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Hillcrest Wealth Advisors’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 Q2	$268K	Buy
2024 Q2	–	Sell
2024 Q1	$266K	Buy
2023 Q4	–	Sell
2023 Q3	$913K	Buy
2023 Q2	$325K	Sell
2023 Q1	$483K	Sell
2022 Q4	$884K	Buy
2022 Q3	$485K	Buy
2022 Q2	$310K	Buy