Wealth Enhancement Advisory Services
SCHH icon

Wealth Enhancement Advisory Services’s Schwab US REIT ETF SCHH Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.71M Sell
214,979
-90,798
-30% -$1.99M 0.01% 928
2025
Q4 		$6.43M Sell
305,777
-15,142
-5% -$321K 0.01% 898
2025
Q3 		$6.83M Sell
320,919
-3,628
-1% -$77.4K 0.01% 813
2025
Q2 		$6.93M Sell
324,547
-31,874
-9% -$668K 0.01% 763
2025
Q1 		$7.67M Sell
356,421
-82,589
-19% -$1.77M 0.01% 675
2024
Q4 		$9.25M Sell
439,010
-26,772
-6% -$598K 0.02% 585
2024
Q3 		$10.8M Sell
465,782
-18,101
-4% -$396K 0.02% 492
2024
Q2 		$9.66M Buy
483,883
+17,422
+4% +$340K 0.02% 493
2024
Q1 		$9.47M Sell
466,461
-1,617
-0.3% -$32.4K 0.02% 492
2023
Q4 		$9.69M Buy
468,078
+65,019
+16% +$1.21M 0.03% 439
2023
Q3 		$7.15M Buy
+403,059
New +$7.76M 0.02% 490
2023
Q1 		– Sell
-19,631
Closed -$408K – 556
2022
Q4 		$408K Buy
+19,631
New +$378K 0.01% 284

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DI
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Cerity Partners
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BEI
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