Evergreen Capital 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	$644K	Hold	29,959	–	–	0.01%	650
2025 Q4	$626K	Hold	29,959	–	–	0.01%	617
2025 Q3	$646K	Buy	29,959 +10	+0%	+$213	0.02%	545
2025 Q2	$634K	Buy	29,949 +15	+0.1%	+$314	0.02%	475
2025 Q1	$644K	Hold	29,934	–	–	0.02%	423
2024 Q4	$630K	Hold	29,934	–	–	0.02%	437
2024 Q3	$694K	Hold	29,934	–	–	0.02%	407
2024 Q2	$603K	Buy	29,934 +467	+2%	+$9.11K	0.02%	424
2024 Q1	$598K	Hold	29,467	–	–	0.02%	403
2023 Q4	$610K	Sell	29,467 -64,892	-69%	-$1.21M	0.02%	375
2023 Q3	$1.67M	Buy	94,359 +1,932	+2%	+$37.2K	0.07%	235
2023 Q2	$1.81M	Buy	92,427 +6,578	+8%	+$126K	0.08%	225
2023 Q1	$1.67M	Buy	85,849 +13,135	+18%	+$263K	0.08%	229
2022 Q4	$1.4M	Buy	72,714 +50,239	+224%	+$967K	0.07%	247
2022 Q3	$420K	Hold	22,475	–	–	0.02%	371
2022 Q2	$474K	Buy	22,475 +1	+0%	+$23	0.02%	343
2022 Q1	$559K	Hold	22,474	–	–	0.02%	353
2021 Q4	$592K	Buy	+22,474	New	+$554K	0.02%	351