Focused 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
2024 Q1	–	Sell	-131	Closed	-$2.72K	–	823
2023 Q4	$2.72K	Buy	131 +1	+0.8%	+$19	﹤0.01%	737
2023 Q3	$2.31K	Buy	130 +1	+0.8%	+$19	﹤0.01%	747
2023 Q2	$2.52K	Buy	129 +1	+0.8%	+$19	﹤0.01%	776
2023 Q1	$2.5K	Sell	128 -33	-20%	-$661	﹤0.01%	771
2022 Q4	$3.11K	Buy	161 +1	+0.6%	+$19	﹤0.01%	737
2022 Q3	$3K	Buy	160 +1	+0.6%	+$22	﹤0.01%	721
2022 Q2	$3K	Hold	159	–	–	﹤0.01%	704
2022 Q1	$4K	Buy	159 +13	+9%	+$314	﹤0.01%	720
2021 Q4	$4K	Buy	146 +2	+1%	+$49	﹤0.01%	736
2021 Q3	$3K	Sell	144 -26	-15%	-$620	﹤0.01%	778
2021 Q2	$4K	Hold	170	–	–	﹤0.01%	765
2021 Q1	$3K	Hold	170	–	–	﹤0.01%	784
2020 Q4	$3K	Buy	170 +36	+27%	+$666	﹤0.01%	715
2020 Q3	$2K	Buy	134 +26	+24%	+$468	﹤0.01%	701
2020 Q2	$2K	Buy	108 +2	+2%	+$35	﹤0.01%	689
2020 Q1	$2K	Hold	106	–	–	﹤0.01%	624
2019 Q4	$2K	Hold	106	–	–	﹤0.01%	646
2019 Q3	$3K	Hold	106	–	–	﹤0.01%	616
2019 Q2	$2K	Buy	+106	New	+$2.37K	﹤0.01%	672
2015 Q3	–	Sell	-1,498	Closed	-$27K	–	714
2015 Q2	$27K	Buy	+1,498	New	+$28.9K	0.02%	275