Moss Adams Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Buy
+11,307
New +$239K 0.02% 226
2023
Q1
Sell
-170
Closed -$3.28K 204
2022
Q4
$3.28K Buy
+170
New +$3.28K ﹤0.01% 157