Worth Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-28,540	Closed	-$661K	–	162
2024 Q3	$661K	Buy	+28,540	New	+$661K	0.36%	63
2022 Q3	–	Sell	-2,328	Closed	-$48K	–	547
2022 Q2	$48K	Sell	2,328 -137,648	-98%	-$2.84M	0.03%	203
2022 Q1	$3.05M	Buy	+139,976	New	+$3.05M	1.99%	15