PWMG
Pioneer Wealth Management Group’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
612,777
+49,702
| +9% | +$1.05M | 4.81% | 6 |
|
|
2025
Q1 | $12.1M | Buy |
+563,075
| New | +$12.1M | 5.22% | 6 |
|
|
2024
Q3 | $11.7M | Buy |
505,686
+15,927
| +3% | +$369K | 5.59% | 5 |
|
|
2024
Q2 | $9.78M | Buy |
489,759
+45,669
| +10% | +$912K | 5.19% | 7 |
|
|
2024
Q1 | $9.02M | Buy |
444,090
+25,102
| +6% | +$510K | 5.15% | 8 |
|
|
2023
Q4 | $8.68M | Buy |
418,988
+57,675
| +16% | +$1.19M | 5.4% | 6 |
|
|
2023
Q3 | $6.41M | Buy |
361,313
+43,809
| +14% | +$778K | 4.88% | 6 |
|
|
2023
Q2 | $6.2M | Buy |
317,504
+21,158
| +7% | +$413K | 4.93% | 8 |
|
|
2023
Q1 | $5.78M | Buy |
296,346
+15,446
| +5% | +$301K | 5.14% | 8 |
|
|
2022
Q4 | $5.42M | Buy |
+280,900
| New | +$5.42M | 5.1% | 8 |
|