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

Mission Wealth Management’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	$700K	Sell	33,094 -118	-0.4%	-$2.5K	0.02%	383
2025 Q1	$714K	Sell	33,212 -4,902	-13%	-$105K	0.02%	352
2024 Q4	$803K	Buy	38,114 +2,803	+8%	+$59K	0.02%	314
2024 Q3	$818K	Sell	35,311 -1,434	-4%	-$33.2K	0.02%	314
2024 Q2	$734K	Sell	36,745 -7,951	-18%	-$159K	0.02%	315
2024 Q1	$907K	Buy	44,696 +905	+2%	+$18.4K	0.02%	295
2023 Q4	$907K	Sell	43,791 -1,704	-4%	-$35.3K	0.03%	250
2023 Q3	$808K	Sell	45,495 -1,678	-4%	-$29.8K	0.03%	247
2023 Q2	$921K	Sell	47,173 -2,041	-4%	-$39.9K	0.03%	225
2023 Q1	$960K	Sell	49,214 -2,278	-4%	-$44.4K	0.04%	209
2022 Q4	$993K	Sell	51,492 -6,679	-11%	-$129K	0.05%	195
2022 Q3	$1.09M	Sell	58,171 -1,851	-3%	-$34.6K	0.06%	167
2022 Q2	$1.27M	Sell	60,022 -1,886	-3%	-$39.8K	0.07%	150
2022 Q1	$1.54M	Sell	61,908 -1,878	-3%	-$46.7K	0.07%	129
2021 Q4	$1.68M	Sell	63,786 -2,544	-4%	-$67K	0.08%	123
2021 Q3	$1.52M	Sell	66,330 -3,578	-5%	-$81.7K	0.08%	124
2021 Q2	$1.6M	Sell	69,908 -3,182	-4%	-$72.9K	0.08%	115
2021 Q1	$1.5M	Sell	73,090 -2,682	-4%	-$55.1K	0.09%	108
2020 Q4	$1.44M	Sell	75,772 -7,486	-9%	-$142K	0.09%	106
2020 Q3	$1.47M	Sell	83,258 -7,018	-8%	-$124K	0.11%	90
2020 Q2	$1.59M	Buy	90,276 +934	+1%	+$16.5K	0.14%	84
2020 Q1	$1.46M	Buy	89,342 +8,462	+10%	+$139K	0.16%	76
2019 Q4	$1.86M	Sell	80,880 -7,036	-8%	-$162K	0.18%	77
2019 Q3	$2.07M	Buy	87,916 +3,460	+4%	+$81.6K	0.22%	65
2019 Q2	$1.88M	Sell	84,456 -3,866	-4%	-$85.9K	0.21%	63
2019 Q1	$1.96M	Sell	88,322 -240	-0.3%	-$5.33K	0.23%	61
2018 Q4	$1.71M	Sell	88,562 -6,914	-7%	-$133K	0.22%	58
2018 Q3	$1.99M	Sell	95,476 -6,350	-6%	-$132K	0.26%	52
2018 Q2	$2.13M	Buy	101,826 +63,596	+166%	+$1.33M	0.31%	44
2018 Q1	$731K	Buy	38,230 +27,254	+248%	+$521K	0.12%	90
2017 Q4	$228K	Buy	+10,976	New	+$228K	0.04%	192