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Secure Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Secure Asset Management’s Portfolio SCHH Stock Details SCHH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,981
Closed -$324K – 335
2024
Q3 		$324K Buy
+13,981
New +$324K 0.05% 234
2024
Q1 		– Sell
-13,648
Closed -$283K – 244
2023
Q4 		$283K Buy
+13,648
New +$283K 0.08% 178