Lodestar Private Asset Management’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	$593K	Buy	27,589 +2,474	+10%	+$54.2K	0.06%	142
2025 Q4	$525K	Buy	25,115 +951	+4%	+$20.2K	0.05%	144
2025 Q3	$521K	Sell	24,164 -5	-0%	-$107	0.05%	144
2025 Q2	$511K	Buy	24,169 +852	+4%	+$17.9K	0.06%	138
2025 Q1	$502K	Sell	23,317 -401	-2%	-$8.57K	0.06%	136
2024 Q4	$499K	Buy	23,718 +664	+3%	+$14.8K	0.06%	140
2024 Q3	$534K	Buy	23,054 +375	+2%	+$8.21K	0.07%	132
2024 Q2	$453K	Buy	22,679 +654	+3%	+$12.8K	0.06%	138
2024 Q1	$447K	Buy	22,025 +112	+0.5%	+$2.25K	0.06%	137
2023 Q4	$454K	Sell	21,913 -1,013	-4%	-$18.8K	0.07%	131
2023 Q3	$407K	Buy	22,926 +471	+2%	+$9.06K	0.07%	133
2023 Q2	$439K	Sell	22,455 -2,016	-8%	-$38.7K	0.07%	134
2023 Q1	$477K	Sell	24,471 -1,799	-7%	-$36K	0.09%	124
2022 Q4	$507K	Buy	+26,270	New	+$506K	0.1%	123