NorthRock Partners’s Schwab US REIT ETF SCHH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$138K Buy
2025
Q1
$128K Buy
2024
Q4
$125K Buy
2024
Q3
$134K Buy
2024
Q2
$62K Buy
2024
Q1
$548 Sell
2023
Q4
$651 Buy