IFG Advisory’s Schwab US REIT ETF SCHH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
11,336
+1,327
+13% +$28.1K 0.01% 671
2025
Q1
$215K Buy
+10,009
New +$215K 0.01% 642
2022
Q4
Sell
-71,763
Closed -$1.34M 532
2022
Q3
$1.34M Buy
+71,763
New +$1.34M 0.12% 171