Stockman Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.85M Buy
2025
Q2
$1.67M Buy
2025
Q1
$1.64M Buy
2024
Q4
$885K Buy
2024
Q3
$780K Buy
2018
Q2
Sell
2018
Q1
$272K Buy