Independent Solutions 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
2026 Q1	$1.72M	Sell	80,018 -3,050	-4%	-$66.9K	0.25%	101
2025 Q4	$1.74M	Buy	83,068 +1,379	+2%	+$29.2K	0.32%	92
2025 Q3	$1.76M	Buy	81,689 +501	+0.6%	+$10.7K	0.31%	93
2025 Q2	$1.72M	Buy	81,188 +5,013	+7%	+$105K	0.34%	88
2025 Q1	$1.64M	Buy	76,175 +3,916	+5%	+$83.7K	0.37%	85
2024 Q4	$1.52M	Sell	72,259 -9,799	-12%	-$219K	0.33%	92
2024 Q3	$1.9M	Buy	82,058 +727	+0.9%	+$15.9K	0.43%	70
2024 Q2	$1.62M	Sell	81,331 -3,694	-4%	-$72K	0.37%	81
2024 Q1	$1.73M	Buy	85,025 +1,622	+2%	+$32.5K	0.41%	72
2023 Q4	$1.73M	Buy	83,403 +3,613	+5%	+$67.1K	0.44%	68
2023 Q3	$1.42M	Buy	79,790 +16,816	+27%	+$324K	0.39%	66
2023 Q2	$1.23M	Buy	62,974 +3,827	+6%	+$73.4K	0.33%	73
2023 Q1	$1.15M	Buy	59,147 +4,400	+8%	+$88.1K	0.34%	71
2022 Q4	$1.06M	Buy	54,747 +31,884	+139%	+$614K	0.32%	79
2022 Q3	$427K	Buy	22,863 +1,638	+8%	+$35.4K	0.14%	129
2022 Q2	$448K	Buy	+21,225	New	+$488K	0.14%	122
2020 Q1	–	Sell	-8,724	Closed	-$200K	–	148
2019 Q4	$200K	Buy	+8,724	New	+$203K	0.09%	155