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WealthPLAN Partners’s Schwab US REIT ETF SCHH Stock Holding History

WealthPLAN Partners’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
2024
Q3 		– Sell
-10,206
Closed -$204K – 291
2024
Q2 		$204K Buy
+10,206
New +$199K 0.02% 288
2024
Q1 		– Sell
-9,684
Closed -$201K – 339
2023
Q4 		$201K Buy
+9,684
New +$180K 0.02% 308
2023
Q3 		– Sell
-7,514
Closed -$147K – 995
2023
Q2 		$147K Buy
7,514
+188
+3% +$3.6K 0.02% 339
2023
Q1 		$143K Buy
+7,326
New +$147K 0.02% 358

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