Modera Wealth 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	$354K	Sell	16,477 -70,552	-81%	-$1.55M	﹤0.01%	505
2025 Q4	$1.82M	Sell	87,029 -1,658	-2%	-$35.2K	0.02%	275
2025 Q3	$1.91M	Buy	88,687 +152	+0.2%	+$3.24K	0.02%	263
2025 Q2	$1.87M	Sell	88,535 -12	-0%	-$251	0.02%	264
2025 Q1	$1.9M	Sell	88,547 -411	-0.5%	-$8.78K	0.03%	250
2024 Q4	$1.87M	Sell	88,958 -761	-0.8%	-$17K	0.02%	255
2024 Q3	$2.08M	Buy	89,719 +634	+0.7%	+$13.9K	0.03%	231
2024 Q2	$1.78M	Sell	89,085 -605	-0.7%	-$11.8K	0.03%	232
2024 Q1	$1.82M	Buy	89,690 +73,650	+459%	+$1.48M	0.03%	237
2023 Q4	$332K	Sell	16,040 -7,895	-33%	-$147K	0.01%	457
2023 Q3	$425K	Sell	23,935 -2,397	-9%	-$46.1K	0.01%	385
2023 Q2	$514K	Buy	+26,332	New	+$505K	0.01%	376