Capital Analysts LLC’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	$138K	Buy	6,420 +176	+3%	+$3.86K	﹤0.01%	714
2025 Q4	$131K	Buy	6,244 +1,221	+24%	+$25.9K	﹤0.01%	705
2025 Q3	$108K	Buy	5,023 +1,529	+44%	+$32.6K	﹤0.01%	718
2025 Q2	$74K	Sell	3,494 -161	-4%	-$3.37K	﹤0.01%	734
2025 Q1	$79K	Sell	3,655 -5	-0.1%	-$107	﹤0.01%	693
2024 Q4	$77K	Buy	3,660 +646	+21%	+$14.4K	﹤0.01%	672
2024 Q3	$70K	Buy	3,014 +333	+12%	+$7.29K	﹤0.01%	660
2024 Q2	$54K	Buy	2,681 +1,820	+211%	+$35.5K	﹤0.01%	691
2024 Q1	$17K	Buy	861 +825	+2,292%	+$16.5K	﹤0.01%	855
2023 Q4	$1K	Hold	36	–	–	﹤0.01%	1074
2023 Q3	$1K	Buy	+36	New	+$693	﹤0.01%	1135
2021 Q1	–	Sell	-44	Closed	-$1K	–	1093
2020 Q4	$1K	Buy	+44	New	+$814	﹤0.01%	727