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Savvy Advisors Inc’s Schwab US REIT ETF SCHH Stock Holding History

Savvy Advisors Inc’s Portfolio SCHH Stock Details SCHH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,026
Closed -$240K – 369
2024
Q2 		$240K Sell
12,026
-898
-7% -$17.9K 0.08% 251
2024
Q1 		$262K Sell
12,924
-2,721
-17% -$55.2K 0.15% 179
2023
Q4 		$324K Buy
+15,645
New +$324K 0.31% 97