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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$661K Buy
2022
Q3
Sell
2022
Q2
$48K Sell
2022
Q1
$3.05M Buy