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M Wealth Management LLC’s Schwab US REIT ETF SCHH Stock Holding History

M Wealth Management LLC’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
Q2 		$650K Hold
30,734
– – 0.6% 24
2025
Q1 		$661K Sell
30,734
-741
-2% -$15.9K 0.62% 22
2024
Q4 		$663K Buy
+31,475
New +$663K 0.61% 22