LifePlan Investment 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	$3.24M	Sell	150,569 -1,694	-1%	-$37.1K	1.27%	32
2025 Q4	$3.18M	Buy	152,263 +4,362	+3%	+$92.5K	1.3%	35
2025 Q3	$3.19M	Buy	147,901 +15,305	+12%	+$326K	1.34%	34
2025 Q2	$2.81M	Buy	132,596 +342	+0.3%	+$7.17K	1.39%	33
2025 Q1	$2.84M	Buy	132,254 +3,626	+3%	+$77.5K	1.64%	26
2024 Q4	$2.71M	Sell	128,628 -2,658	-2%	-$59.4K	1.68%	23
2024 Q3	$3.04M	Sell	131,286 -2,667	-2%	-$58.4K	1.94%	23
2024 Q2	$2.68M	Buy	133,953 +5,692	+4%	+$111K	1.93%	22
2024 Q1	$2.6M	Sell	128,261 -12	-0%	-$241	2.07%	21
2023 Q4	$2.66M	Buy	128,273 +3,406	+3%	+$63.3K	2.43%	15
2023 Q3	$2.22M	Buy	124,867 +6,977	+6%	+$134K	2.36%	18
2023 Q2	$2.3M	Buy	+117,890	New	+$2.26M	2.57%	17