Bellevue Asset 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	$9.17K	Buy	426 +1	+0.2%	+$22	﹤0.01%	287
2025 Q4	$8.89K	Buy	425 +2	+0.5%	+$42	﹤0.01%	288
2025 Q3	$9.13K	Buy	423 +3	+0.7%	+$64	﹤0.01%	290
2025 Q2	$8.89K	Hold	420	–	–	﹤0.01%	288
2025 Q1	$9.03K	Hold	420	–	–	﹤0.01%	277
2024 Q4	$8.85K	Buy	420 +220	+110%	+$4.92K	﹤0.01%	291
2024 Q3	$4.63K	Hold	200	–	–	﹤0.01%	325
2024 Q2	$3.99K	Hold	200	–	–	﹤0.01%	338
2024 Q1	$4.06K	Hold	200	–	–	﹤0.01%	333
2023 Q4	$4.14K	Hold	200	–	–	﹤0.01%	320
2023 Q3	$3.55K	Hold	200	–	–	﹤0.01%	327
2023 Q2	$3.91K	Hold	200	–	–	﹤0.01%	329
2023 Q1	$3.9K	Hold	200	–	–	﹤0.01%	333
2022 Q4	$3.82K	Hold	200	–	–	﹤0.01%	331
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	335
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	340
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	356
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	379
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	396
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	392
2021 Q1	$4K	Hold	200	–	–	﹤0.01%	475
2020 Q4	$4K	Hold	200	–	–	﹤0.01%	480
2020 Q3	$4K	Hold	200	–	–	﹤0.01%	446
2020 Q2	$4K	Hold	200	–	–	﹤0.01%	439
2020 Q1	$3K	Buy	+200	New	+$4.27K	﹤0.01%	468