Passive Capital 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	$6.7M	Buy	311,865 +12,024	+4%	+$264K	2%	12
2025 Q4	$6.26M	Buy	299,841 +18,101	+6%	+$384K	1.96%	12
2025 Q3	$6.08M	Buy	281,740 +12,487	+5%	+$266K	1.98%	12
2025 Q2	$5.73M	Buy	269,253 +14,917	+6%	+$313K	1.78%	13
2025 Q1	$5.47M	Buy	254,336 +34,257	+16%	+$732K	1.73%	14
2024 Q4	$4.63M	Buy	220,079 +9,214	+4%	+$206K	1.63%	14
2024 Q3	$4.89M	Buy	210,865 +1,387	+0.7%	+$30.4K	1.71%	13
2024 Q2	$4.18M	Buy	209,478 +33,295	+19%	+$649K	1.55%	14
2024 Q1	$3.58M	Buy	176,183 +475	+0.3%	+$9.52K	1.4%	15
2023 Q4	$3.64M	Buy	175,708 +66,682	+61%	+$1.24M	1.48%	15
2023 Q3	$1.94M	Buy	109,026 +552	+0.5%	+$10.6K	0.87%	18
2023 Q2	$2.12M	Buy	108,474 +661	+0.6%	+$12.7K	0.9%	18
2023 Q1	$2.1M	Buy	107,813 +3,963	+4%	+$79.4K	0.92%	18
2022 Q4	$2M	Sell	103,850 -111,232	-52%	-$2.14M	0.91%	18
2022 Q3	$4.02M	Buy	215,082 +30,260	+16%	+$655K	2.12%	13
2022 Q2	$3.9M	Buy	184,822 +55,814	+43%	+$1.28M	1.98%	12
2022 Q1	$3.21M	Buy	129,008 +86,118	+201%	+$2.08M	1.72%	13
2021 Q4	$1.13M	Buy	+42,890	New	+$1.06M	0.64%	21