Laraway Financial 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	$361K	Sell	16,809 -48	-0.3%	-$1.05K	0.25%	94
2025 Q4	$352K	Buy	16,857 +4	+0%	+$85	0.23%	101
2025 Q3	$364K	Sell	16,853 -133	-0.8%	-$2.84K	0.25%	93
2025 Q2	$359K	Buy	16,986 +3	+0%	+$63	0.27%	83
2025 Q1	$365K	Sell	16,983 -107	-0.6%	-$2.29K	0.29%	81
2024 Q4	$360K	Sell	17,090 -256	-1%	-$5.72K	0.28%	80
2024 Q3	$402K	Buy	17,346 +5	+0%	+$109	0.32%	73
2024 Q2	$346K	Sell	17,341 -287	-2%	-$5.6K	0.3%	77
2024 Q1	$358K	Sell	17,628 -432	-2%	-$8.66K	0.32%	77
2023 Q4	$374K	Sell	18,060 -347	-2%	-$6.45K	0.36%	75
2023 Q3	$327K	Sell	18,407 -297	-2%	-$5.71K	0.34%	75
2023 Q2	$365K	Buy	18,704 +3	+0%	+$58	0.36%	75
2023 Q1	$365K	Sell	18,701 -624	-3%	-$12.5K	0.37%	83
2022 Q4	$373K	Buy	19,325 +5	+0%	+$96	0.39%	79
2022 Q3	$361K	Sell	19,320 -130	-0.7%	-$2.81K	0.4%	72
2022 Q2	$410K	Sell	19,450 -140	-0.7%	-$3.22K	0.44%	70
2022 Q1	$487K	Sell	19,590 -50	-0.3%	-$1.21K	0.44%	70
2021 Q4	$518K	Buy	+19,640	New	+$484K	0.46%	69