Fortress 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
2025 Q3	$245K	Buy	11,372 +289	+3%	+$6.16K	0.11%	72
2025 Q2	$235K	Sell	11,083 -95	-0.8%	-$1.99K	0.11%	71
2025 Q1	$240K	Buy	11,178 +86	+0.8%	+$1.84K	0.12%	64
2024 Q4	$234K	Buy	11,092 +205	+2%	+$4.58K	0.11%	65
2024 Q3	$252K	Sell	10,887 -411	-4%	-$8.99K	0.13%	62
2024 Q2	$226K	Sell	11,298 -227	-2%	-$4.43K	0.12%	66
2024 Q1	$234K	Sell	11,525 -9,314	-45%	-$187K	0.12%	64
2023 Q4	$432K	Sell	20,839 -754	-3%	-$14K	0.24%	50
2023 Q3	$383K	Sell	21,593 -434	-2%	-$8.35K	0.25%	49
2023 Q2	$430K	Sell	22,027 -2,350	-10%	-$45.1K	0.28%	46
2023 Q1	$475K	Sell	24,377 -15,201	-38%	-$304K	0.33%	44
2022 Q4	$763K	Sell	39,578 -6,720	-15%	-$129K	0.63%	37
2022 Q3	$865K	Sell	46,298 -16,843	-27%	-$364K	0.88%	31
2022 Q2	$1.33M	Sell	63,141 -76,383	-55%	-$1.76M	1.25%	28
2022 Q1	$3.47M	Buy	139,524 +3,310	+2%	+$79.9K	2.66%	13
2021 Q4	$3.59M	Buy	+136,214	New	+$3.36M	2.7%	11