Congress Wealth Management’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
2025 Q2	$3.21M	Buy	151,668 +1,728	+1%	+$36.2K	0.03%	476
2025 Q1	$3.23M	Sell	149,940 -4,187	-3%	-$89.5K	0.04%	397
2024 Q4	$3.25M	Buy	154,127 +144	+0.1%	+$3.22K	0.04%	343
2024 Q3	$3.57M	Sell	153,983 -388	-0.3%	-$8.49K	0.05%	339
2024 Q2	$3.08M	Buy	154,371 +4,561	+3%	+$88.9K	0.05%	299
2024 Q1	$3.04M	Buy	149,810 +5,185	+4%	+$104K	0.05%	275
2023 Q4	$3M	Sell	144,625 -26,901	-16%	-$500K	0.06%	273
2023 Q3	$3.04M	Buy	171,526 +26,124	+18%	+$503K	0.06%	264
2023 Q2	$2.84M	Sell	145,402 -878	-0.6%	-$16.8K	0.07%	237
2023 Q1	$2.85M	Buy	146,280 +6,149	+4%	+$123K	0.07%	239
2022 Q4	$2.7M	Buy	140,131 +2,116	+2%	+$40.7K	0.07%	234
2022 Q3	$2.58M	Sell	138,015 -1,122	-0.8%	-$24.3K	0.07%	249
2022 Q2	$2.93M	Buy	139,137 +3,824	+3%	+$88K	0.07%	241
2022 Q1	$3.37M	Sell	135,313 -20,731	-13%	-$500K	0.07%	253
2021 Q4	$4.11M	Buy	+156,044	New	+$3.85M	0.08%	244