Bartlett & Co’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
2023 Q4	$90K	Buy	4,301 +1,570	+57%	+$32.9K	﹤0.01%	592
2023 Q3	$48K	Buy	2,731 +60	+2%	+$1.06K	﹤0.01%	675
2023 Q2	$52K	Buy	2,671 +2,340	+707%	+$45.6K	﹤0.01%	658
2023 Q1	$6K	Hold	331	–	–	﹤0.01%	873
2022 Q4	$6K	Buy	+331	New	+$6K	﹤0.01%	899
2020 Q4	–	Sell	-200	Closed	-$4K	–	1189
2020 Q3	$4K	Hold	200	–	–	﹤0.01%	748
2020 Q2	$4K	Hold	200	–	–	﹤0.01%	748
2020 Q1	$3K	Buy	+200	New	+$3K	﹤0.01%	761
2019 Q3	$5K	Hold	200	–	–	﹤0.01%	780
2019 Q2	$4K	Hold	200	–	–	﹤0.01%	641
2019 Q1	$4K	Hold	200	–	–	﹤0.01%	626
2018 Q4	$4K	Hold	200	–	–	﹤0.01%	636
2018 Q3	$4K	Sell	200 -1,534	-88%	-$30.7K	﹤0.01%	649
2018 Q2	$36K	Buy	1,734 +534	+45%	+$11.1K	﹤0.01%	459
2018 Q1	$23K	Hold	1,200	–	–	﹤0.01%	526
2017 Q4	$25K	Hold	1,200	–	–	﹤0.01%	512
2017 Q3	$25K	Hold	1,200	–	–	﹤0.01%	510
2017 Q2	$25K	Hold	1,200	–	–	﹤0.01%	507
2017 Q1	$24K	Hold	1,200	–	–	﹤0.01%	520
2016 Q4	$25K	Hold	1,200	–	–	﹤0.01%	516
2016 Q3	$26K	Hold	1,200	–	–	﹤0.01%	512
2016 Q2	$26K	Hold	1,200	–	–	﹤0.01%	523
2016 Q1	$25K	Hold	1,200	–	–	﹤0.01%	512
2015 Q4	$24K	Hold	1,200	–	–	﹤0.01%	522
2015 Q3	$22K	Hold	1,200	–	–	﹤0.01%	532
2015 Q2	$22K	Hold	1,200	–	–	﹤0.01%	541
2015 Q1	$24K	Hold	1,200	–	–	﹤0.01%	531
2014 Q4	$23K	Hold	1,200	–	–	﹤0.01%	538
2014 Q3	$20K	Hold	1,200	–	–	﹤0.01%	545
2014 Q2	$21K	Hold	1,200	–	–	﹤0.01%	549
2014 Q1	$20K	Hold	1,200	–	–	﹤0.01%	536
2013 Q4	$18K	Hold	1,200	–	–	﹤0.01%	525
2013 Q3	$19K	Hold	1,200	–	–	﹤0.01%	523
2013 Q2	$19K	Buy	+1,200	New	+$19K	﹤0.01%	519