Bridgewater 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	–	Sell	-10,235	Closed	-$220K	–	480
2025 Q4	$220K	Sell	10,235 -487	-5%	-$10.3K	0.01%	423
2025 Q3	$225K	Sell	10,722 -226	-2%	-$4.82K	0.02%	405
2025 Q2	$236K	Buy	10,948 +4	+0%	+$84	0.02%	393
2025 Q1	$229K	Buy	+10,944	New	+$234K	0.02%	369
2024 Q4	–	Sell	-10,060	Closed	-$228K	–	138
2024 Q3	$228K	Sell	10,060 -625	-6%	-$13.7K	0.02%	135
2024 Q2	$223K	Sell	10,685 -283	-3%	-$5.52K	0.03%	130
2024 Q1	$223K	Sell	10,968 -1,401	-11%	-$28.1K	0.03%	97
2023 Q4	$256K	Sell	12,369 -3,174	-20%	-$59K	0.04%	95
2023 Q3	$276K	Buy	15,543 +21	+0.1%	+$404	0.04%	102
2023 Q2	$303K	Sell	15,522 -864	-5%	-$16.6K	0.06%	99
2023 Q1	$320K	Sell	16,386 -119	-0.7%	-$2.38K	0.07%	106
2022 Q4	$318K	Sell	16,505 -537	-3%	-$10.3K	0.08%	102
2022 Q3	$319K	Sell	17,042 -540	-3%	-$11.7K	0.09%	112
2022 Q2	$371K	Buy	17,582 +333	+2%	+$7.66K	0.08%	171
2022 Q1	$429K	Buy	17,249 +429	+3%	+$10.4K	0.1%	160
2021 Q4	$443K	Buy	16,820 +588	+4%	+$14.5K	0.1%	156
2021 Q3	$371K	Buy	16,232 +328	+2%	+$7.82K	0.1%	160
2021 Q2	$364K	Buy	15,904 +1,560	+11%	+$34.7K	0.12%	166
2021 Q1	$304K	Buy	+14,344	New	+$281K	0.15%	122