Clear Investment Research’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	$171K	Buy	+7,959	New	+$174K	0.27%	60
2025 Q4	–	Sell	-7,959	Closed	-$172K	–	198
2025 Q3	$172K	Hold	7,959	–	–	0.23%	69
2025 Q2	$169K	Sell	7,959 -158	-2%	-$3.31K	0.21%	65
2025 Q1	$175K	Hold	8,117	–	–	0.23%	62
2024 Q4	$171K	Hold	8,117	–	–	0.22%	59
2024 Q3	$188K	Sell	8,117 -666	-8%	-$14.6K	0.24%	56
2024 Q2	$175K	Hold	8,783	–	–	0.23%	54
2024 Q1	$178K	Sell	8,783 -1,418	-14%	-$28.4K	0.24%	55
2023 Q4	$211K	Buy	10,201 +1,418	+16%	+$26.4K	0.3%	53
2023 Q3	$156K	Hold	8,783	–	–	0.27%	53
2023 Q2	$172K	Buy	8,783 +725	+9%	+$13.9K	0.29%	49
2023 Q1	$157K	Buy	8,058 +710	+10%	+$14.2K	0.28%	51
2022 Q4	$142K	Hold	7,348	–	–	0.28%	50
2022 Q3	$137K	Hold	7,348	–	–	0.29%	50
2022 Q2	$155K	Hold	7,348	–	–	0.34%	50
2022 Q1	$183K	Hold	7,348	–	–	0.36%	51
2021 Q4	$194K	Hold	7,348	–	–	0.3%	51
2021 Q3	$168K	Hold	7,348	–	–	0.27%	55
2021 Q2	$168K	Hold	7,348	–	–	0.28%	50
2021 Q1	$151K	Hold	7,348	–	–	0.27%	50
2020 Q4	$140K	Hold	7,348	–	–	0.25%	52
2020 Q3	$130K	Hold	7,348	–	–	0.26%	48
2020 Q2	$129K	Sell	7,348 -52,660	-88%	-$914K	0.28%	43
2020 Q1	$98K	Hold	60,008	–	–	0.24%	50
2019 Q4	$138K	Buy	60,008 +54,578	+1,005%	+$1.27M	0.29%	47
2019 Q3	$128K	Hold	5,430	–	–	0.27%	48
2019 Q2	$121K	Sell	5,430 -440	-7%	-$9.82K	0.2%	48
2019 Q1	$130K	Buy	5,870 +336	+6%	+$7.13K	0.2%	48
2018 Q4	$107K	Buy	5,534 +730	+15%	+$14.9K	0.17%	44
2018 Q3	$100K	Sell	4,804 -1,144	-19%	-$24.2K	0.14%	51
2018 Q2	$114K	Hold	5,948	–	–	0.07%	41
2018 Q1	$114K	Sell	5,948 -106	-2%	-$2.04K	0.07%	41
2017 Q4	$126K	Hold	6,054	–	–	0.08%	41
2017 Q3	$125K	Buy	6,054 +212	+4%	+$4.37K	0.08%	39
2017 Q2	$120K	Buy	+5,842	New	+$120K	0.09%	38