Rialto Wealth Management’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
$267K Buy
12,607
+1,075
+9% +$22.7K 0.07% 129
2025
Q1
$248K Buy
11,532
+36
+0.3% +$774 0.08% 134
2024
Q4
$242K Buy
+11,496
New +$242K 0.08% 141