Empirical 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
2026 Q1	$3.48M	Sell	162,140 -4,346	-3%	-$95.3K	0.06%	181
2025 Q4	$3.48M	Buy	166,486 +4,504	+3%	+$95.5K	0.06%	181
2025 Q3	$3.49M	Sell	161,982 -901	-0.6%	-$19.2K	0.07%	171
2025 Q2	$3.45M	Buy	162,883 +5,424	+3%	+$114K	0.08%	161
2025 Q1	$3.39M	Sell	157,459 -6,476	-4%	-$138K	0.09%	160
2024 Q4	$3.45M	Sell	163,935 -18,193	-10%	-$407K	0.09%	141
2024 Q3	$4.22M	Sell	182,128 -57,451	-24%	-$1.26M	0.12%	127
2024 Q2	$4.78M	Buy	239,579 +2,764	+1%	+$53.9K	0.14%	115
2024 Q1	$4.81M	Sell	236,815 -4,698	-2%	-$94.2K	0.15%	112
2023 Q4	$5M	Buy	241,513 +47,130	+24%	+$876K	0.17%	103
2023 Q3	$3.45M	Sell	194,383 -4,996	-3%	-$96.1K	0.14%	114
2023 Q2	$3.89M	Buy	199,379 +10,387	+5%	+$199K	0.16%	107
2023 Q1	$3.69M	Buy	188,992 +17,407	+10%	+$349K	0.16%	101
2022 Q4	$3.31M	Buy	171,585 +25,489	+17%	+$491K	0.16%	103
2022 Q3	$2.73M	Buy	146,096 +20,690	+16%	+$448K	0.14%	107
2022 Q2	$2.65M	Buy	125,406 +43,637	+53%	+$1M	0.14%	108
2022 Q1	$2.04M	Buy	81,769 +3,543	+5%	+$85.5K	0.1%	135
2021 Q4	$2.06M	Sell	78,226 -456	-0.6%	-$11.2K	0.1%	127
2021 Q3	$1.8M	Sell	78,682 -254	-0.3%	-$6.06K	0.1%	124
2021 Q2	$1.81M	Buy	78,936 +4,402	+6%	+$97.9K	0.11%	123
2021 Q1	$1.53M	Sell	74,534 -366	-0.5%	-$7.16K	0.12%	120
2020 Q4	$1.42M	Sell	74,900 -6,294	-8%	-$116K	0.11%	125
2020 Q3	$1.44M	Buy	81,194 +792	+1%	+$14.3K	0.12%	114
2020 Q2	$1.42M	Buy	80,402 +27,908	+53%	+$485K	0.13%	106
2020 Q1	$859K	Buy	52,494 +30,588	+140%	+$653K	0.09%	126
2019 Q4	$503K	Sell	21,906 -3,144	-13%	-$73.3K	0.06%	190
2019 Q3	$591K	Buy	+25,050	New	+$574K	0.07%	155