Cetera Investment Advisers’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	$4.09M	Sell	190,278 -134,486	-41%	-$2.95M	﹤0.01%	1661
2025 Q4	$6.78M	Buy	324,764 +33,016	+11%	+$700K	0.01%	1260
2025 Q3	$6.29M	Buy	291,748 +79,393	+37%	+$1.69M	0.01%	1251
2025 Q2	$4.49M	Buy	212,355 +10,153	+5%	+$213K	0.01%	1258
2025 Q1	$4.35M	Sell	202,202 -3,968	-2%	-$84.8K	0.01%	1203
2024 Q4	$4.34M	Buy	206,170 +5,148	+3%	+$115K	0.01%	1116
2024 Q3	$4.66M	Buy	201,022 +3,644	+2%	+$79.7K	0.01%	1038
2024 Q2	$3.94M	Sell	197,378 -626	-0.3%	-$12.2K	0.01%	1128
2024 Q1	$4.02M	Buy	+198,004	New	+$3.97M	0.01%	1098
2018 Q1	–	Sell	-21,714	Closed	-$449K	–	427
2017 Q4	$449K	Buy	21,714 +6,270	+41%	+$130K	0.08%	256
2017 Q3	$317K	Buy	15,444 +1,320	+9%	+$27.2K	0.07%	299
2017 Q2	$289K	Buy	14,124 +2,100	+17%	+$43.2K	0.07%	308
2017 Q1	$245K	Buy	+12,024	New	+$246K	0.07%	305