Kozak & Associates’s Schwab US REIT ETF SCHH Stock Holding History

Kozak & Associates’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	$211	Hold
2025 Q1	$203	Buy
2024 Q2	–	Sell
2024 Q1	$6.89K	Buy
2022 Q4	–	Hold
2022 Q3	–	Sell
2022 Q2	$9K	Buy
2022 Q1	$10K	Sell
2021 Q4	$10K	Hold
2021 Q3	$11K	Buy