Wolff Wiese Magana’s Schwab US REIT ETF SCHH Stock Holding History

Wolff Wiese Magana’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 Q2	$5.92K	Hold	250	–	–	﹤0.01%	603
2026 Q1	$5.37K	Hold	250	–	–	﹤0.01%	592
2025 Q4	$5.22K	Hold	250	–	–	﹤0.01%	573
2025 Q3	$5.39K	Sell	250 -7	-3%	-$149	﹤0.01%	576
2025 Q2	$5.44K	Buy	257 +7	+3%	+$147	﹤0.01%	550
2025 Q1	$5.38K	Hold	250	–	–	﹤0.01%	542
2024 Q4	$5.26K	Hold	250	–	–	﹤0.01%	545
2024 Q3	$5.79K	Hold	250	–	–	﹤0.01%	545
2024 Q2	$4.99K	Hold	250	–	–	﹤0.01%	427
2024 Q1	$5.08K	Hold	250	–	–	﹤0.01%	391
2023 Q4	$5.18K	Hold	250	–	–	﹤0.01%	377
2023 Q3	$4.44K	Hold	250	–	–	﹤0.01%	454
2023 Q2	$4.88K	Hold	250	–	–	﹤0.01%	444
2023 Q1	$4.88K	Hold	250	–	–	﹤0.01%	430
2022 Q4	$4.82K	Hold	250	–	–	﹤0.01%	419
2022 Q3	$5K	Hold	250	–	–	﹤0.01%	618
2022 Q2	$5K	Hold	250	–	–	﹤0.01%	641
2022 Q1	$6K	Hold	250	–	–	﹤0.01%	621
2021 Q4	$7K	Hold	250	–	–	﹤0.01%	597
2021 Q3	$6K	Hold	250	–	–	﹤0.01%	606
2021 Q2	$6K	Hold	250	–	–	﹤0.01%	604
2021 Q1	$5K	Hold	250	–	–	﹤0.01%	595
2020 Q4	$5K	Buy	+250	New	+$4.62K	﹤0.01%	542

Other funds holding SCHH

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return