Phillips Financial Management’s Schwab US REIT ETF SCHH Stock Holding History

Phillips Financial Management’s Portfolio SCHH Stock Details SCHH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5.97K	Buy
2019 Q1	–	Sell
2018 Q4	$427K	Hold
2018 Q3	$458K	Sell
2018 Q2	$465K	Sell
2018 Q1	$429K	Sell
2017 Q4	$460K	Buy
2017 Q3	$440K	Buy
2017 Q2	$420K	Buy