Integrated Wealth Concepts’s Schwab US REIT ETF SCHH Stock Holding History

Integrated Wealth Concepts’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	$561K	Buy
2025 Q1	$490K	Buy
2024 Q4	$412K	Buy
2024 Q3	$400K	Sell
2024 Q2	$364K	Sell
2024 Q1	$384K	Sell
2023 Q4	$399K	Sell
2023 Q3	$354K	Sell
2023 Q2	$616K	Buy
2023 Q1	$452K	Buy