Ausdal Financial Partners’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
2026 Q1	$232K	Sell	10,784 -1,433	-12%	-$31.4K	0.01%	880
2025 Q4	$255K	Sell	12,217 -132	-1%	-$2.8K	0.01%	806
2025 Q3	$266K	Buy	12,349 +1,053	+9%	+$22.5K	0.01%	779
2025 Q2	$239K	Sell	11,296 -269	-2%	-$5.64K	0.02%	610
2025 Q1	$249K	Sell	11,565 -737	-6%	-$15.8K	0.02%	546
2024 Q4	$259K	Buy	12,302 +2,039	+20%	+$45.6K	0.02%	486
2024 Q3	$238K	Sell	10,263 -1,066	-9%	-$23.3K	0.02%	460
2024 Q2	$226K	Sell	11,329 -1,149	-9%	-$22.4K	0.02%	451
2024 Q1	$253K	Buy	12,478 +1,297	+12%	+$26K	0.03%	403
2023 Q4	$232K	Buy	11,181 +753	+7%	+$14K	0.03%	394
2023 Q3	$185K	Sell	10,428 -1,035	-9%	-$19.9K	0.03%	406
2023 Q2	$224K	Sell	11,463 -151	-1%	-$2.9K	0.03%	380
2023 Q1	$226K	Sell	11,614 -107	-0.9%	-$2.14K	0.03%	397
2022 Q4	$226K	Sell	11,721 -330	-3%	-$6.35K	0.03%	396
2022 Q3	$225K	Sell	12,051 -1,242	-9%	-$26.9K	0.04%	387
2022 Q2	$280K	Sell	13,293 -262	-2%	-$6.03K	0.04%	353
2022 Q1	$337K	Buy	13,555 +245	+2%	+$5.91K	0.05%	346
2021 Q4	$351K	Buy	13,310 +1,510	+13%	+$37.2K	0.05%	348
2021 Q3	$270K	Buy	11,800 +16	+0.1%	+$381	0.04%	382
2021 Q2	$270K	Buy	11,784 +280	+2%	+$6.22K	0.04%	369
2021 Q1	$236K	Buy	+11,504	New	+$225K	0.04%	384