Strategic Wealth Partners’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	$4.97K	Buy	+235	New	+$4.97K	﹤0.01%	896
2019 Q4	–	Sell	-234	Closed	-$5.52K	–	431
2019 Q3	$5.52K	Sell	234 -240	-51%	-$5.66K	0.03%	173
2019 Q2	$10K	Buy	474 +10	+2%	+$211	﹤0.01%	500
2019 Q1	$10K	Buy	+464	New	+$10K	﹤0.01%	528