LA
SCHH icon

Lifeworks Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Lifeworks Advisors’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,168
Closed -$319K – 327
2024
Q4 		$319K Buy
15,168
+3,174
+26% +$66.8K 0.06% 220
2024
Q3 		$278K Buy
+11,994
New +$278K 0.05% 237