Braun-Bostich & Associates’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	$1.64M	Sell	76,413 -775	-1%	-$17K	1.03%	29
2025 Q4	$1.61M	Buy	77,188 +3,288	+4%	+$69.7K	1%	30
2025 Q3	$1.59M	Buy	73,900 +3,270	+5%	+$69.7K	1%	30
2025 Q2	$1.49M	Sell	70,630 -3,807	-5%	-$79.8K	1.02%	30
2025 Q1	$1.6M	Buy	74,437 +1,149	+2%	+$24.6K	1.18%	27
2024 Q4	$1.54M	Buy	73,288 +598	+0.8%	+$13.4K	1.11%	25
2024 Q3	$1.68M	Sell	72,690 -3,858	-5%	-$84.4K	1.17%	25
2024 Q2	$1.53M	Buy	76,548 +29,411	+62%	+$574K	1.14%	27
2024 Q1	$957K	Buy	47,137 +15,877	+51%	+$318K	0.8%	36
2023 Q4	$647K	Buy	+31,260	New	+$581K	0.58%	44
2023 Q3	–	Sell	-31,543	Closed	-$616K	–	96
2023 Q2	$616K	Buy	31,543 +1,188	+4%	+$22.8K	1.32%	28
2023 Q1	$592K	Buy	30,355 +487	+2%	+$9.75K	1.4%	27
2022 Q4	$576K	Buy	29,868 +4,214	+16%	+$81.1K	1.66%	24
2022 Q3	$479K	Sell	25,654 -2,386	-9%	-$51.6K	1.47%	27
2022 Q2	$591K	Buy	28,040 +17,814	+174%	+$410K	1.54%	29
2022 Q1	$255K	Buy	+10,226	New	+$247K	0.55%	60