Elser Financial Planning’s Schwab US REIT ETF SCHH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$481K	Sell	22,728 -365	-2%	-$7.72K	0.6%	34
2025 Q1	$497K	Sell	23,093 -60	-0.3%	-$1.29K	0.69%	30
2024 Q4	$488K	Hold	23,153	–	–	0.03%	58
2024 Q3	$536K	Buy	23,153 +372	+2%	+$8.62K	0.78%	24
2024 Q2	$455K	Buy	+22,781	New	+$455K	0.08%	56