Johnson Financial Group Inc (Wisconsin)’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	$2.62K	Hold	122	–	–	﹤0.01%	756
2025 Q4	$2.55K	Sell	122 -2,278	-95%	-$48.3K	﹤0.01%	785
2025 Q3	$51.8K	Sell	2,400 -7	-0.3%	-$149	﹤0.01%	597
2025 Q2	$50.9K	Buy	+2,407	New	+$50.4K	﹤0.01%	456
2025 Q1	–	Sell	-730	Closed	-$15.5K	–	937
2024 Q4	$15.5K	Buy	+730	New	+$16.3K	﹤0.01%	615
2023 Q4	–	Sell	-313	Closed	-$5.56K	–	982
2023 Q3	$5.56K	Buy	313 +146	+87%	+$2.81K	﹤0.01%	557
2023 Q2	$3.26K	Sell	167 -884	-84%	-$16.9K	﹤0.01%	605
2023 Q1	$20.5K	Buy	1,051 +13	+1%	+$260	﹤0.01%	489
2022 Q4	$20K	Buy	1,038 +6	+0.6%	+$115	﹤0.01%	437
2022 Q3	$20K	Buy	1,032 +11	+1%	+$238	﹤0.01%	442
2022 Q2	$21K	Buy	1,021 +7	+0.7%	+$161	﹤0.01%	470
2022 Q1	$25K	Sell	1,014 -1,166	-53%	-$28.1K	﹤0.01%	511
2021 Q4	$57K	Hold	2,180	–	–	﹤0.01%	432
2021 Q3	$50K	Hold	2,180	–	–	﹤0.01%	406
2021 Q2	$50K	Hold	2,180	–	–	﹤0.01%	415
2021 Q1	$45K	Buy	+2,180	New	+$42.6K	﹤0.01%	409