Legacy Capital Wealth Partners’s Schwab US REIT ETF SCHH Stock Holding History

Legacy Capital Wealth Partners’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 Q3	$317K	Buy
2025 Q2	$309K	Sell
2025 Q1	$321K	Buy
2024 Q4	$304K	Buy
2024 Q3	$330K	Buy
2024 Q2	$280K	Buy
2024 Q1	–	Sell
2023 Q4	$289K	Buy
2023 Q3	$245K	Buy
2023 Q2	–	Sell
2023 Q1	$264K	Buy