Firestone 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	$10.2M	Buy	476,701 +31,617	+7%	+$693K	2.13%	13
2025 Q4	$9.3M	Buy	445,084 +4,189	+1%	+$88.8K	1.97%	14
2025 Q3	$9.51M	Buy	440,895 +7,895	+2%	+$168K	2.06%	14
2025 Q2	$9.16M	Sell	433,000 -8,824	-2%	-$185K	2.16%	14
2025 Q1	$9.5M	Buy	441,824 +591	+0.1%	+$12.6K	2.49%	11
2024 Q4	$9.29M	Buy	441,233 +15,983	+4%	+$357K	2.31%	14
2024 Q3	$9.85M	Buy	425,250 +980	+0.2%	+$21.4K	2.47%	12
2024 Q2	$8.47M	Buy	424,270 +14,401	+4%	+$281K	2.31%	14
2024 Q1	$8.32M	Buy	409,869 +7,827	+2%	+$157K	2.32%	14
2023 Q4	$8.33M	Sell	402,042 -26,437	-6%	-$491K	2.56%	12
2023 Q3	$7.61M	Sell	428,479 -10,607	-2%	-$204K	2.6%	11
2023 Q2	$8.76M	Buy	439,086 +639	+0.1%	+$12.3K	2.85%	10
2023 Q1	$8.55M	Buy	438,447 +11,072	+3%	+$222K	3.08%	10
2022 Q4	$8.24M	Buy	427,375 +76,248	+22%	+$1.47M	3.06%	10
2022 Q3	$6.56M	Sell	351,127 -1,648	-0.5%	-$35.7K	2.67%	10
2022 Q2	$7.44M	Buy	352,775 +13,574	+4%	+$312K	2.89%	10
2022 Q1	$8.44M	Buy	339,201 +3,199	+1%	+$77.2K	2.77%	10
2021 Q4	$8.85M	Buy	336,002 +24,822	+8%	+$612K	2.79%	10
2021 Q3	$7.12M	Hold	311,180	–	–	2.36%	10
2021 Q2	$7.12M	Buy	311,180 +26,378	+9%	+$586K	2.57%	9
2021 Q1	$5.85M	Buy	284,802 +12,498	+5%	+$244K	2.08%	12
2020 Q4	$5.17M	Buy	272,304 +41,454	+18%	+$767K	1.96%	12
2020 Q3	$4.08M	Buy	230,850 +17,384	+8%	+$313K	1.83%	15
2020 Q2	$3.76M	Buy	213,466 +14,508	+7%	+$252K	1.74%	16
2020 Q1	$3.26M	Buy	198,958 +29,508	+17%	+$630K	1.69%	15
2019 Q4	$3.89M	Buy	+169,450	New	+$3.95M	1.66%	17