Buckingham Strategic Wealth’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
2024 Q2	$912K	Sell	45,686 -5,266	-10%	-$103K	0.01%	345
2024 Q1	$1.03M	Buy	50,952 +869	+2%	+$17.4K	0.01%	328
2023 Q4	$1.04M	Sell	50,083 -19,951	-28%	-$371K	0.01%	316
2023 Q3	$1.24M	Buy	70,034 +121	+0.2%	+$2.33K	0.02%	267
2023 Q2	$1.37M	Buy	69,913 +34,463	+97%	+$661K	0.02%	257
2023 Q1	$684K	Hold	35,450	–	–	0.01%	321
2022 Q4	$684K	Buy	35,450 +1,173	+3%	+$22.6K	0.01%	323
2022 Q3	$641K	Buy	34,277 +5,136	+18%	+$111K	0.01%	315
2022 Q2	$615K	Buy	29,141 +464	+2%	+$10.7K	0.01%	328
2022 Q1	$714K	Sell	28,677 -1,063	-4%	-$25.7K	0.01%	298
2021 Q4	$784K	Sell	29,740 -1,842	-6%	-$45.4K	0.02%	287
2021 Q3	$721K	Buy	31,582 +3,196	+11%	+$76.2K	0.01%	294
2021 Q2	$650K	Sell	28,386 -434	-2%	-$9.65K	0.02%	306
2021 Q1	$592K	Buy	28,820 +28	+0.1%	+$548	0.03%	300
2020 Q4	$547K	Sell	28,792 -2,866	-9%	-$53K	0.03%	304
2020 Q3	$560K	Buy	31,658 +8,002	+34%	+$144K	0.04%	245
2020 Q2	$417K	Buy	23,656 +204	+0.9%	+$3.54K	0.04%	252
2020 Q1	$384K	Buy	23,452 +6,596	+39%	+$141K	0.04%	289
2019 Q4	$387K	Sell	16,856 -366	-2%	-$8.53K	0.04%	296
2019 Q3	$406K	Buy	17,222 +1,246	+8%	+$28.6K	0.04%	270
2019 Q2	$355K	Buy	15,976 +906	+6%	+$20.2K	0.04%	301
2019 Q1	$335K	Sell	15,070 -310	-2%	-$6.58K	0.04%	294
2018 Q4	$296K	Sell	15,380 -234	-1%	-$4.78K	0.05%	266
2018 Q3	$326K	Buy	15,614 +762	+5%	+$16.1K	0.05%	255
2018 Q2	$310K	Buy	+14,852	New	+$294K	0.05%	258
2014 Q2	–	Sell	-26,744	Closed	-$443K	–	185
2014 Q1	$443K	Buy	+26,744	New	+$429K	0.21%	76