Founders Financial Alliance’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 Q4	–	Sell	-22	Closed	-$475	–	695
2025 Q3	$475	Hold	22	–	–	﹤0.01%	708
2025 Q2	$466	Hold	22	–	–	﹤0.01%	539
2025 Q1	$473	Sell	22 -268	-92%	-$5.73K	﹤0.01%	611
2024 Q4	$6.11K	Sell	290 -63	-18%	-$1.41K	﹤0.01%	509
2024 Q3	$8.18K	Buy	353 +22	+7%	+$481	﹤0.01%	500
2024 Q2	$6.61K	Hold	331	–	–	﹤0.01%	496
2024 Q1	$6.72K	Hold	331	–	–	﹤0.01%	500
2023 Q4	$6.86K	Sell	331 -63	-16%	-$1.17K	﹤0.01%	450
2023 Q3	$6.99K	Hold	394	–	–	﹤0.01%	429
2023 Q2	$7.7K	Buy	+394	New	+$7.55K	﹤0.01%	455
2023 Q1	–	Sell	-126	Closed	-$2.43K	–	485
2022 Q4	$2.43K	Hold	126	–	–	﹤0.01%	463
2022 Q3	$2K	Sell	126 -549	-81%	-$11.9K	﹤0.01%	463
2022 Q2	$14K	Buy	675 +549	+436%	+$12.6K	0.01%	418
2022 Q1	$3K	Hold	126	–	–	﹤0.01%	425
2021 Q4	$3K	Hold	126	–	–	﹤0.01%	465
2021 Q3	$3K	Hold	126	–	–	﹤0.01%	438
2021 Q2	$3K	Hold	126	–	–	﹤0.01%	459
2021 Q1	$3K	Buy	+126	New	+$2.46K	﹤0.01%	441
2020 Q4	–	Sell	-126	Closed	-$2K	–	1089
2020 Q3	$2K	Buy	+126	New	+$2.27K	﹤0.01%	1223