Bell Investment Advisors’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	$7.09K	Buy	330 +2	+0.6%	+$44	﹤0.01%	817
2025 Q4	$6.86K	Buy	328 +3	+0.9%	+$64	﹤0.01%	856
2025 Q3	$7K	Buy	325 +3	+0.9%	+$64	﹤0.01%	772
2025 Q2	$6.82K	Buy	322 +2	+0.6%	+$42	﹤0.01%	836
2025 Q1	$6.88K	Buy	320 +2	+0.6%	+$43	﹤0.01%	760
2024 Q4	$6.71K	Buy	318 +3	+1%	+$67	﹤0.01%	777
2024 Q3	$7.3K	Sell	315 -97	-24%	-$2.12K	﹤0.01%	757
2024 Q2	$8.23K	Buy	412 +102	+33%	+$1.99K	﹤0.01%	684
2024 Q1	$6.3K	Buy	310 +2	+0.6%	+$40	﹤0.01%	803
2023 Q4	$6.39K	Buy	308 +3	+1%	+$56	﹤0.01%	747
2023 Q3	$5.41K	Buy	305 +2	+0.7%	+$38	﹤0.01%	763
2023 Q2	$5.91K	Buy	303 +3	+1%	+$58	﹤0.01%	730
2023 Q1	$5.84K	Sell	300 -8,711	-97%	-$174K	﹤0.01%	708
2022 Q4	$174K	Buy	9,011 +74	+0.8%	+$1.42K	0.04%	83
2022 Q3	$167K	Buy	8,937 +69	+0.8%	+$1.49K	0.05%	67
2022 Q2	$187K	Buy	+8,868	New	+$204K	0.06%	68
2021 Q4	$1.84M	Sell	69,766 -1,308	-2%	-$32.2K	0.5%	31
2021 Q3	$1.62M	Buy	+71,074	New	+$1.69M	0.48%	32