Raleigh 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	–	Hold	0	–	–	–	753
2025 Q4	–	Hold	0	–	–	–	561
2025 Q3	–	Hold	0	–	–	–	525
2025 Q2	–	Hold	0	–	–	–	627
2025 Q1	–	Sell	-17	Closed	-$363	–	559
2024 Q4	$355	Buy	17 +1	+6%	+$22	﹤0.01%	967
2024 Q3	$379	Hold	16	–	–	﹤0.01%	942
2024 Q2	$321	Hold	16	–	–	﹤0.01%	935
2024 Q1	$327	Buy	+16	New	+$321	﹤0.01%	914
2023 Q4	–	Sell	-17	Closed	-$307	–	1178
2023 Q3	$307	Hold	17	–	–	﹤0.01%	912
2023 Q2	$335	Hold	17	–	–	﹤0.01%	803
2023 Q1	$331	Hold	17	–	–	﹤0.01%	816
2022 Q4	$325	Hold	17	–	–	﹤0.01%	744
2022 Q3	$0	Hold	17	–	–	﹤0.01%	843
2022 Q2	$0	Hold	17	–	–	﹤0.01%	655
2022 Q1	$0	Buy	+17	New	+$410	﹤0.01%	672