Yoder Wealth 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
2025
Q2
$617K Buy
2025
Q1
$608K Buy
2024
Q4
$580K Buy
2024
Q3
$511K Buy
2024
Q2
$422K Buy
2024
Q1
$413K Sell
2023
Q4
$697K Sell
2023
Q3
$739K Buy
2023
Q2
$633K Sell
2023
Q1
$637K Buy