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

Sax Wealth Advisors’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$211K	Sell
2025 Q2	$302K	Sell
2025 Q1	$312K	Buy