MidWestOne Financial Group’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 Q4	$214K	Hold	10,244	–	–	0.02%	295
2025 Q3	$221K	Hold	10,244	–	–	0.03%	286
2025 Q2	$217K	Sell	10,244 -3,208	-24%	-$67.2K	0.03%	276
2025 Q1	$289K	Hold	13,452	–	–	0.04%	235
2024 Q4	$283K	Buy	13,452 +562	+4%	+$12.6K	0.04%	248
2024 Q3	$299K	Buy	12,890 +103	+0.8%	+$2.25K	0.04%	249
2024 Q2	$255K	Sell	12,787 -3,910	-23%	-$76.3K	0.05%	260
2024 Q1	$339K	Sell	16,697 -38	-0.2%	-$762	0.06%	240
2023 Q4	$347K	Buy	16,735 +6,596	+65%	+$123K	0.07%	229
2023 Q3	$180K	Hold	10,139	–	–	0.04%	264
2023 Q2	$198K	Buy	+10,139	New	+$194K	0.04%	264
2019 Q4	–	Sell	-8,570	Closed	-$202K	–	237
2019 Q3	$202K	Sell	8,570 -27,386	-76%	-$628K	0.06%	210
2019 Q2	$799K	Buy	+35,956	New	+$802K	0.22%	118