Stonegate Investment Group’s Schwab US REIT ETF SCHH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$957K Hold
45,250
0.02% 186
2025
Q1
$973K Hold
45,250
0.03% 154
2024
Q4
$953K Buy
+45,250
New +$953K 0.03% 158