Peak Financial 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
2023 Q3	–	Sell	-22,962	Closed	-$448K	–	76
2023 Q2	$448K	Sell	22,962 -6,738	-23%	-$129K	0.16%	56
2023 Q1	$579K	Buy	29,700 +509	+2%	+$10.2K	0.22%	43
2022 Q4	$563K	Buy	29,191 +680	+2%	+$13.1K	0.22%	43
2022 Q3	$533K	Buy	28,511 +1,523	+6%	+$33K	0.22%	42
2022 Q2	$569K	Buy	26,988 +812	+3%	+$18.7K	0.22%	43
2022 Q1	$652K	Buy	26,176 +1,796	+7%	+$43.3K	0.22%	43
2021 Q4	$642K	Sell	24,380 -2,298	-9%	-$56.6K	0.21%	43
2021 Q3	$609K	Buy	26,678 +2,072	+8%	+$49.4K	0.21%	43
2021 Q2	$563K	Sell	24,606 -214	-0.9%	-$4.76K	0.19%	42
2021 Q1	$510K	Buy	24,820 +2,898	+13%	+$56.7K	0.18%	42
2020 Q4	$416K	Buy	21,922 +688	+3%	+$12.7K	0.16%	46
2020 Q3	$376K	Sell	21,234 -1,292	-6%	-$23.2K	0.16%	42
2020 Q2	$397K	Sell	22,526 -2,672	-11%	-$46.4K	0.19%	40
2020 Q1	$412K	Buy	25,198 +3,768	+18%	+$80.4K	0.21%	38
2019 Q4	$492K	Buy	21,430 +470	+2%	+$11K	0.21%	42
2019 Q3	$494K	Buy	20,960 +430	+2%	+$9.86K	0.22%	39
2019 Q2	$456K	Buy	20,530 +300	+1%	+$6.7K	0.2%	40
2019 Q1	$449K	Sell	20,230 -2,810	-12%	-$59.6K	0.21%	42
2018 Q4	$444K	Buy	23,040 +3,360	+17%	+$68.6K	0.22%	39
2018 Q3	$411K	Buy	19,680 +130	+0.7%	+$2.75K	0.18%	39
2018 Q2	$408K	Buy	19,550 +1,550	+9%	+$30.7K	0.19%	40
2018 Q1	$344K	Sell	18,000 -30,354	-63%	-$585K	0.16%	40
2017 Q4	$1.01M	Buy	48,354 +2,218	+5%	+$46.1K	0.38%	29
2017 Q3	$949K	Buy	46,136 +148	+0.3%	+$3.05K	0.37%	27
2017 Q2	$948K	Buy	45,988 +76	+0.2%	+$1.56K	0.37%	25
2017 Q1	$936K	Buy	45,912 +3,032	+7%	+$62.1K	0.38%	25
2016 Q4	$880K	Buy	+42,880	New	+$861K	0.38%	24