Mason Investment Advisory Services’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	$240K	Hold	11,165	–	–	0.01%	69
2025 Q4	$233K	Hold	11,165	–	–	0.01%	73
2025 Q3	$241K	Hold	11,165	–	–	0.01%	74
2025 Q2	$236K	Hold	11,165	–	–	0.01%	71
2025 Q1	$240K	Hold	11,165	–	–	0.01%	72
2024 Q4	$235K	Hold	11,165	–	–	0.01%	67
2024 Q3	$259K	Buy	11,165 +106	+1%	+$2.32K	0.02%	63
2024 Q2	$221K	Hold	11,059	–	–	0.01%	67
2024 Q1	$224K	Hold	11,059	–	–	0.02%	61
2023 Q4	$229K	Buy	+11,059	New	+$206K	0.02%	59
2020 Q1	–	Sell	-42,144	Closed	-$968K	–	92
2019 Q4	$968K	Hold	42,144	–	–	0.14%	53
2019 Q3	$994K	Hold	42,144	–	–	0.16%	52
2019 Q2	$936K	Hold	42,144	–	–	0.16%	52
2019 Q1	$936K	Buy	+42,144	New	+$895K	0.26%	49