Marotta 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
2025 Q2	–	Sell	-9,822	Closed	-$228K	–	114
2025 Q1	$228K	Buy	+9,822	New	+$210K	0.04%	102
2024 Q4	–	Sell	-9,822	Closed	-$228K	–	111
2024 Q3	$228K	Sell	9,822 -7,408	-43%	-$162K	0.04%	102
2024 Q2	$341K	Sell	17,230 -258	-1%	-$5.03K	0.07%	89
2024 Q1	$355K	Sell	17,488 -462	-3%	-$9.26K	0.07%	81
2023 Q4	$372K	Sell	17,950 -3,375	-16%	-$62.7K	0.08%	79
2023 Q3	$379K	Sell	21,325 -965	-4%	-$18.6K	0.09%	75
2023 Q2	$435K	Buy	+22,290	New	+$427K	0.1%	72
2022 Q4	$480K	Sell	24,876 -569	-2%	-$11K	0.12%	69
2022 Q3	$476K	Sell	25,445 -2,692	-10%	-$58.2K	0.12%	66
2022 Q2	$604K	Sell	28,137 -2,749	-9%	-$63.3K	0.15%	62
2022 Q1	$769K	Sell	30,886 -668	-2%	-$16.1K	0.18%	57
2021 Q4	$831K	Sell	31,554 -3,864	-11%	-$95.2K	0.19%	51
2021 Q3	$809K	Sell	35,418 -1,530	-4%	-$36.5K	0.2%	47
2021 Q2	$849K	Sell	36,948 -21,316	-37%	-$474K	0.2%	46
2021 Q1	$1.22M	Sell	58,264 -43,888	-43%	-$858K	0.31%	40
2020 Q4	$1.94M	Sell	102,152 -42,092	-29%	-$779K	0.51%	37
2020 Q3	$2.55M	Buy	144,244 +27,696	+24%	+$498K	0.77%	33
2020 Q2	$2.05M	Buy	116,548 +46,246	+66%	+$803K	0.66%	35
2020 Q1	$1.07M	Sell	70,302 -992	-1%	-$21.2K	0.41%	37
2019 Q4	$1.65M	Buy	+71,294	New	+$1.66M	0.5%	40