Bigelow 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	$509K	Sell	23,674 -1,576	-6%	-$34.5K	0.2%	106
2025 Q4	$527K	Buy	25,250 +506	+2%	+$10.7K	0.21%	108
2025 Q3	$534K	Sell	24,744 -7,031	-22%	-$150K	0.22%	110
2025 Q2	$672K	Buy	31,775 +458	+1%	+$9.6K	0.3%	86
2025 Q1	$674K	Sell	31,317 -6,303	-17%	-$135K	0.32%	85
2024 Q4	$792K	Buy	37,620 +3,778	+11%	+$84.4K	0.37%	79
2024 Q3	$784K	Buy	33,842 +5,484	+19%	+$120K	0.35%	84
2024 Q2	$566K	Buy	28,358 +4,211	+17%	+$82.1K	0.27%	101
2024 Q1	$490K	Buy	24,147 +8,430	+54%	+$169K	0.24%	107
2023 Q4	$325K	Sell	15,717 -780	-5%	-$14.5K	0.18%	122
2023 Q3	$293K	Buy	16,497 +3,548	+27%	+$68.3K	0.17%	123
2023 Q2	$253K	Buy	12,949 +473	+4%	+$9.07K	0.14%	134
2023 Q1	$243K	Sell	12,476 -74	-0.6%	-$1.48K	0.14%	132
2022 Q4	$242K	Buy	12,550 +843	+7%	+$16.2K	0.14%	128
2022 Q3	$219K	Buy	11,707 +1,470	+14%	+$31.8K	0.13%	132
2022 Q2	$216K	Sell	10,237 -25	-0.2%	-$575	0.12%	136
2022 Q1	$255K	Buy	10,262 +2,492	+32%	+$60.1K	0.12%	132
2021 Q4	$205K	Buy	+7,770	New	+$191K	0.09%	141
2020 Q1	–	Sell	-24,234	Closed	-$557K	–	149
2019 Q4	$557K	Sell	24,234 -8,654	-26%	-$202K	0.33%	87
2019 Q3	$776K	Buy	32,888 +9,674	+42%	+$222K	0.49%	62
2019 Q2	$516K	Sell	23,214 -410	-2%	-$9.15K	0.35%	83
2019 Q1	$525K	Sell	23,624 -320	-1%	-$6.79K	0.36%	78
2018 Q4	$461K	Sell	23,944 -30	-0.1%	-$613	0.34%	85
2018 Q3	$500K	Sell	23,974 -330	-1%	-$6.97K	0.34%	88
2018 Q2	$508K	Sell	24,304 -400	-2%	-$7.91K	0.35%	86
2018 Q1	$472K	Buy	24,704 +1,540	+7%	+$29.7K	0.32%	95
2017 Q4	$482K	Buy	+23,164	New	+$482K	0.48%	59