SIA
SGL Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
62,330
+8,099
| +15% | +$171K | 0.63% | 38 |
|
|
2025
Q1 | $1.14M | Buy |
54,231
+8,378
| +18% | +$176K | 0.59% | 40 |
|
|
2024
Q4 | $983K | Buy |
45,853
+1,890
| +4% | +$40.5K | 0.5% | 41 |
|
|
2024
Q3 | $975K | Buy |
+43,963
| New | +$975K | 0.5% | 44 |
|