Medallion Wealth Advisors, LLC’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
2026
Q1
$586K Buy
2025
Q4
$531K Buy
2025
Q3
$493K Buy
2025
Q2
$468K Buy
2025
Q1
$351K Buy
2024
Q4
$313K Buy