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Sax Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Sax Wealth Advisors’s Portfolio SCHH Stock Details SCHH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$302K Sell
14,258
-246
-2% -$5.21K 0.02% 338
2025
Q1 		$312K Buy
+14,504
New +$312K 0.02% 291