Morris Financial Concepts’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	$33.5K	Buy	1,559 +23	+1%	+$504	0.01%	163
2025 Q4	$32.1K	Hold	1,536	–	–	0.01%	161
2025 Q3	$33.1K	Hold	1,536	–	–	0.01%	164
2025 Q2	$32.5K	Hold	1,536	–	–	0.01%	162
2025 Q1	$33K	Hold	1,536	–	–	0.01%	157
2024 Q4	$32.3K	Hold	1,536	–	–	0.01%	149
2024 Q3	$35.6K	Hold	1,536	–	–	0.02%	156
2024 Q2	$30.7K	Hold	1,536	–	–	0.01%	129
2024 Q1	$31.2K	Hold	1,536	–	–	0.02%	126
2023 Q4	$31.8K	Sell	1,536 -3	-0.2%	-$56	0.02%	120
2023 Q3	$27.3K	Sell	1,539 -30	-2%	-$577	0.02%	115
2023 Q2	$30.6K	Hold	1,569	–	–	0.02%	119
2023 Q1	$30.6K	Buy	1,569 +1,536	+4,655%	+$30.8K	0.02%	115
2022 Q4	$637	Hold	33	–	–	﹤0.01%	142
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	114
2022 Q2	$1K	Sell	33 -15	-31%	-$345	﹤0.01%	122
2022 Q1	$1K	Hold	48	–	–	﹤0.01%	118
2021 Q4	$1K	Buy	+48	New	+$1.18K	﹤0.01%	108