Kathleen S. Wright Associates’s Schwab US REIT ETF SCHH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-105	Closed	-$2.21K	–	263
2024 Q4	$2.21K	Hold	105	–	–	﹤0.01%	249
2024 Q3	$2.43K	Buy	+105	New	+$2.43K	﹤0.01%	277