Prospect Financial Group’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
$546K Buy
25,795
+4,132
+19% +$87.4K 0.57% 34
2025
Q1
$466K Buy
21,663
+181
+0.8% +$3.89K 0.59% 34
2024
Q4
$452K Buy
+21,482
New +$452K 0.56% 34