Sagace 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
$2.44M Buy
115,418
+4,666
+4% +$98.7K 1.83% 21
2025
Q1
$2.38M Buy
110,752
+463
+0.4% +$9.96K 1.8% 19
2024
Q4
$2.32M Buy
+110,289
New +$2.32M 1.74% 19