Maia Wealth’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	-13,746	Closed	-$297K	–	344
2024 Q4	$297K	Sell	13,746 -1,108	-7%	-$23.9K	0.06%	227
2024 Q3	$341K	Sell	14,854 -3,085	-17%	-$70.9K	0.08%	186
2024 Q2	$375K	Buy	+17,939	New	+$375K	0.11%	139