Glassy Mountain Advisors’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	$2.61M	Buy	121,439 +7,165	+6%	+$157K	0.81%	43
2025 Q4	$2.39M	Buy	114,274 +904	+0.8%	+$19.2K	0.72%	43
2025 Q3	$2.45M	Sell	113,370 -13,749	-11%	-$293K	0.74%	43
2025 Q2	$2.69M	Buy	127,119 +850	+0.7%	+$17.8K	0.87%	41
2025 Q1	$2.72M	Buy	126,269 +8,857	+8%	+$189K	0.96%	38
2024 Q4	$2.47M	Buy	117,412 +13,122	+13%	+$293K	0.85%	38
2024 Q3	$2.42M	Buy	104,290 +4,489	+4%	+$98.2K	0.85%	37
2024 Q2	$1.99M	Buy	99,801 +709	+0.7%	+$13.8K	0.74%	38
2024 Q1	$2.01M	Buy	99,092 +4,310	+5%	+$86.4K	0.76%	37
2023 Q4	$1.96M	Buy	94,782 +15,682	+20%	+$291K	0.81%	38
2023 Q3	$1.38M	Buy	+79,100	New	+$1.52M	0.66%	39
2023 Q1	–	Sell	-1,006	Closed	-$19.4K	–	181
2022 Q4	$19.4K	Buy	+1,006	New	+$19.4K	0.01%	162