VWA
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VSM Wealth Advisory’s Schwab US REIT ETF SCHH Stock Holding History

VSM Wealth Advisory’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$373K Sell
17,629
-1,173
-6% -$24.8K 0.12% 70
2025
Q1 		$404K Sell
18,802
-3,249
-15% -$69.9K 0.15% 58
2024
Q4 		$464K Buy
+22,051
New +$464K 0.17% 51