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

Momentous 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
Q1 		– Sell
-13,461
Closed -$283K – 50
2024
Q4 		$283K Buy
+13,461
New +$283K 0.24% 28