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

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