Elwood & Goetz Wealth Advisory Group’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	$1.04M	Buy	48,420 +25,869	+115%	+$567K	0.18%	44
2025 Q4	$471K	Sell	22,551 -5,625	-20%	-$119K	0.08%	69
2025 Q3	$608K	Buy	28,176 +5,460	+24%	+$116K	0.12%	57
2025 Q2	$481K	Sell	22,716 -801	-3%	-$16.8K	0.1%	60
2025 Q1	$506K	Sell	23,517 -2,376	-9%	-$50.8K	0.12%	50
2024 Q4	$545K	Buy	25,893 +15,712	+154%	+$351K	0.13%	46
2024 Q3	$236K	Sell	10,181 -89	-0.9%	-$1.95K	0.06%	93
2024 Q2	$205K	Hold	10,270	–	–	0.06%	81
2024 Q1	$208K	Sell	10,270 -9,611	-48%	-$193K	0.05%	85
2023 Q4	$412K	Buy	19,881 +1,815	+10%	+$33.7K	0.09%	53
2023 Q3	$321K	Buy	+18,066	New	+$348K	0.07%	58
2019 Q4	–	Sell	-13,510	Closed	-$319K	–	31
2019 Q3	$319K	Sell	13,510 -1,058	-7%	-$24.3K	0.25%	25
2019 Q2	$324K	Buy	14,568 +100	+0.7%	+$2.23K	0.28%	23
2019 Q1	$321K	Sell	14,468 -5,774	-29%	-$123K	0.3%	23
2018 Q4	$390K	Buy	+20,242	New	+$413K	0.41%	21