Legacy Capital Wealth Partners’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	$321K	Buy	14,925 +80	+0.5%	+$1.75K	0.07%	284
2025 Q4	$310K	Buy	14,845 +156	+1%	+$3.31K	0.07%	294
2025 Q3	$317K	Buy	14,689 +105	+0.7%	+$2.24K	0.07%	301
2025 Q2	$309K	Sell	14,584 -353	-2%	-$7.4K	0.07%	296
2025 Q1	$321K	Buy	14,937 +524	+4%	+$11.2K	0.08%	267
2024 Q4	$304K	Buy	14,413 +162	+1%	+$3.62K	0.08%	270
2024 Q3	$330K	Buy	14,251 +220	+2%	+$4.81K	0.07%	260
2024 Q2	$280K	Buy	+14,031	New	+$274K	0.07%	249
2024 Q1	–	Sell	-13,955	Closed	-$289K	–	295
2023 Q4	$289K	Buy	13,955 +159	+1%	+$2.96K	0.08%	222
2023 Q3	$245K	Buy	+13,796	New	+$265K	0.07%	237
2023 Q2	–	Sell	-13,555	Closed	-$264K	–	197
2023 Q1	$264K	Buy	+13,555	New	+$271K	0.07%	209