Financial Counselors Inc’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
2025 Q2	–	Sell	-130,837	Closed	-$2.81M	–	425
2025 Q1	$2.81M	Sell	130,837 -1,042	-0.8%	-$22.3K	0.04%	241
2024 Q4	$2.78M	Sell	131,879 -11,958	-8%	-$267K	0.04%	244
2024 Q3	$3.33M	Hold	143,837	–	–	0.05%	234
2024 Q2	$2.87M	Sell	143,837 -860	-0.6%	-$16.8K	0.05%	234
2024 Q1	$2.94M	Hold	144,697	–	–	0.05%	228
2023 Q4	$3M	Hold	144,697	–	–	0.05%	229
2023 Q3	$2.57M	Hold	144,697	–	–	0.05%	235
2023 Q2	$2.83M	Hold	144,697	–	–	0.06%	220
2023 Q1	$2.82M	Buy	144,697 +707	+0.5%	+$14.2K	0.06%	220
2022 Q4	$2.78M	Hold	143,990	–	–	0.06%	222
2022 Q3	$2.69M	Sell	143,990 -478	-0.3%	-$10.3K	0.07%	210
2022 Q2	$3.05M	Buy	144,468 +56	+0%	+$1.29K	0.07%	201
2022 Q1	$3.59M	Hold	144,412	–	–	0.07%	205
2021 Q4	$3.81M	Sell	144,412 -5,738	-4%	-$141K	0.08%	208
2021 Q3	$3.43M	Hold	150,150	–	–	0.07%	215
2021 Q2	$3.44M	Hold	150,150	–	–	0.07%	213
2021 Q1	$3.08M	Sell	150,150 -80,148	-35%	-$1.57M	0.07%	218
2020 Q4	$4.37M	Buy	+230,298	New	+$4.26M	0.11%	178