Grey Fox Wealth 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	$519K	Sell	24,153 -1,704	-7%	-$37.4K	0.1%	87
2025 Q4	$540K	Buy	25,857 +1,523	+6%	+$32.3K	0.11%	81
2025 Q3	$525K	Sell	24,334 -131	-0.5%	-$2.79K	0.11%	86
2025 Q2	$518K	Sell	24,465 -1,572	-6%	-$32.9K	0.12%	79
2025 Q1	$560K	Sell	26,037 -515	-2%	-$11K	0.15%	77
2024 Q4	$559K	Buy	26,552 +75	+0.3%	+$1.68K	0.15%	81
2024 Q3	$613K	Sell	26,477 -332	-1%	-$7.26K	0.17%	75
2024 Q2	$540K	Sell	26,809 -590	-2%	-$11.5K	0.19%	69
2024 Q1	$556K	Sell	27,399 -817	-3%	-$16.4K	0.21%	64
2023 Q4	$584K	Sell	28,216 -5,824	-17%	-$108K	0.25%	58
2023 Q3	$604K	Sell	34,040 -924	-3%	-$17.8K	0.3%	55
2023 Q2	$683K	Buy	34,964 +395	+1%	+$7.57K	0.35%	50
2023 Q1	$674K	Buy	34,569 +23,457	+211%	+$470K	0.4%	44
2022 Q4	$214K	Buy	+11,112	New	+$214K	0.14%	86