Kingswood Wealth Advisors’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	$1.26M	Buy	59,518 +5,411	+10%	+$114K	0.1%	218
2025 Q1	$1.16M	Buy	54,107 +1,707	+3%	+$36.7K	0.11%	219
2024 Q4	$1.1M	Buy	52,400 +10,549	+25%	+$222K	0.08%	248
2024 Q3	$970K	Buy	41,851 +16,824	+67%	+$390K	0.07%	303
2024 Q2	$500K	Buy	+25,027	New	+$500K	0.05%	389