Baird Financial Group’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	$4.47M	Sell	207,839 -7,240	-3%	-$159K	0.01%	764
2025 Q4	$4.49M	Buy	215,079 +2,466	+1%	+$52.3K	0.01%	767
2025 Q3	$4.59M	Buy	212,613 +39,062	+23%	+$833K	0.01%	763
2025 Q2	$3.67M	Buy	173,551 +24,927	+17%	+$522K	0.01%	818
2025 Q1	$3.2M	Sell	148,624 -10,593	-7%	-$226K	0.01%	821
2024 Q4	$3.35M	Sell	159,217 -5,180	-3%	-$116K	0.01%	815
2024 Q3	$3.81M	Buy	164,397 +1,449	+0.9%	+$31.7K	0.01%	770
2024 Q2	$3.25M	Sell	162,948 -9,338	-5%	-$182K	0.01%	807
2024 Q1	$3.5M	Sell	172,286 -28,033	-14%	-$562K	0.01%	786
2023 Q4	$4.15M	Buy	200,319 +181,063	+940%	+$3.36M	0.01%	704
2023 Q3	$342K	Buy	19,256 +1,831	+11%	+$35.2K	﹤0.01%	1463
2023 Q2	$340K	Sell	17,425 -59,468	-77%	-$1.14M	﹤0.01%	1469
2023 Q1	$1.5M	Sell	76,893 -50,313	-40%	-$1.01M	﹤0.01%	981
2022 Q4	$2.45M	Buy	127,206 +27,101	+27%	+$522K	0.01%	808
2022 Q3	$1.87M	Buy	100,105 +73,570	+277%	+$1.59M	0.01%	854
2022 Q2	$560K	Sell	26,535 -617	-2%	-$14.2K	﹤0.01%	1305
2022 Q1	$676K	Sell	27,152 -874	-3%	-$21.1K	﹤0.01%	1302
2021 Q4	$738K	Buy	28,026 +7,864	+39%	+$194K	﹤0.01%	1317
2021 Q3	$461K	Hold	20,162	–	–	﹤0.01%	1497
2021 Q2	$462K	Sell	20,162 -108	-0.5%	-$2.4K	﹤0.01%	1423
2021 Q1	$416K	Buy	+20,270	New	+$396K	﹤0.01%	1412