BCS 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
2026 Q1	$504K	Sell	23,457 -27,147	-54%	-$595K	0.1%	160
2025 Q4	$1.06M	Buy	50,604 +20,229	+67%	+$429K	0.11%	154
2025 Q3	$655K	Sell	30,375 -10,263	-25%	-$219K	0.15%	127
2025 Q2	$860K	Buy	40,638 +5,236	+15%	+$110K	0.19%	108
2025 Q1	$762K	Sell	35,402 -1,516	-4%	-$32.4K	0.2%	100
2024 Q4	$777K	Buy	+36,918	New	+$825K	0.19%	102
2024 Q2	–	Sell	-53,816	Closed	-$1.09M	–	210
2024 Q1	$1.09M	Sell	53,816 -1,358	-2%	-$27.2K	0.35%	65
2023 Q4	$1.14M	Sell	55,174 -4,080	-7%	-$75.8K	0.42%	59
2023 Q3	$1.05M	Buy	+59,254	New	+$1.14M	0.44%	56
2023 Q2	–	Sell	-70,900	Closed	-$1.38M	–	156
2023 Q1	$1.38M	Buy	70,900 +11,750	+20%	+$235K	0.62%	37
2022 Q4	$1.14M	Buy	59,150 +5	+0%	+$96	0.48%	59
2022 Q3	$1.1M	Buy	59,145 +330	+0.6%	+$7.14K	0.52%	56
2022 Q2	$1.24M	Buy	58,815 +2,734	+5%	+$62.9K	0.55%	47
2022 Q1	$1.4M	Sell	56,081 -10,427	-16%	-$252K	0.58%	43
2021 Q4	$1.75M	Buy	66,508 +9,016	+16%	+$222K	0.63%	36
2021 Q3	$1.31M	Buy	57,492 +818	+1%	+$19.5K	0.56%	41
2021 Q2	$1.3M	Buy	56,674 +2,358	+4%	+$52.4K	0.69%	35
2021 Q1	$1.12M	Buy	54,316 +3,836	+8%	+$75K	0.53%	42
2020 Q4	$958K	Buy	50,480 +4,188	+9%	+$77.5K	0.5%	43
2020 Q3	$819K	Buy	46,292 +450	+1%	+$8.1K	0.46%	46
2020 Q2	$807K	Buy	45,842 +1,716	+4%	+$29.8K	0.48%	46
2020 Q1	$722K	Buy	44,126 +7,282	+20%	+$155K	0.51%	42
2019 Q4	$847K	Buy	+36,844	New	+$858K	0.56%	39