Prestige Wealth Management 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
2026 Q1	$5.52K	Buy	257 +2	+0.8%	+$44	﹤0.01%	537
2025 Q4	$5.34K	Buy	255 +2	+0.8%	+$42	﹤0.01%	563
2025 Q3	$5.45K	Buy	253 +2	+0.8%	+$43	﹤0.01%	555
2025 Q2	$5.31K	Buy	251 +2	+0.8%	+$42	﹤0.01%	553
2025 Q1	$5.36K	Buy	249 +1	+0.4%	+$21	﹤0.01%	552
2024 Q4	$5.22K	Buy	248 +3	+1%	+$67	﹤0.01%	589
2024 Q3	$5.68K	Buy	245 +4	+2%	+$88	﹤0.01%	585
2024 Q2	$4.87K	Hold	241	–	–	﹤0.01%	554
2024 Q1	$4.9K	Buy	241 +1	+0.4%	+$20	﹤0.01%	577
2023 Q4	$4.97K	Buy	240 +3	+1%	+$56	﹤0.01%	585
2023 Q3	$4.21K	Buy	237 +2	+0.9%	+$38	﹤0.01%	606
2023 Q2	$4.6K	Buy	235 +2	+0.9%	+$38	﹤0.01%	612
2023 Q1	$4.55K	Buy	233 +1	+0.4%	+$20	﹤0.01%	595
2022 Q4	$4.47K	Buy	232 +2	+0.9%	+$38	﹤0.01%	642
2022 Q3	$4K	Buy	230 +2	+0.9%	+$43	﹤0.01%	615
2022 Q2	$5K	Buy	228 +1	+0.4%	+$23	﹤0.01%	607
2022 Q1	$6K	Sell	227 -27	-11%	-$652	﹤0.01%	574
2021 Q4	$7K	Buy	254 +22	+9%	+$542	﹤0.01%	564
2021 Q3	$5K	Hold	232	–	–	﹤0.01%	652
2021 Q2	$5K	Buy	232 +2	+0.9%	+$44	﹤0.01%	641
2021 Q1	$5K	Buy	+230	New	+$4.5K	﹤0.01%	631