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White & Co Financial Planning’s Schwab US REIT ETF SCHH Stock Holding History

White & Co Financial Planning’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 		$5.22M Buy
248,468
+2,441
+1% +$51.2K 4.17% 9
2025
Q1 		$5.24M Buy
246,027
+1,478
+0.6% +$31.5K 4.52% 9
2024
Q4 		$5.15M Buy
+244,549
New +$5.15M 4.37% 9