Synergy Asset Management’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
Q1
Sell
-730
Closed -$16.9K 701
2024
Q4
$16.9K Buy
+730
New +$16.9K ﹤0.01% 387