EPIQ Partners’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	$3.14M	Buy	148,515 +14,700	+11%	+$311K	1.6%	21
2025 Q1	$2.88M	Buy	133,815 +13,200	+11%	+$284K	1.52%	22
2024 Q4	$2.54M	Buy	120,615 +69,715	+137%	+$1.47M	1.37%	24
2024 Q3	$1.18M	Buy	+50,900	New	+$1.18M	0.65%	36