Retirement Planning Group (Kansas)’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
2018 Q4	–	Sell	-11,522	Closed	-$240K	–	70
2018 Q3	$240K	Sell	11,522 -6,548	-36%	-$138K	0.06%	52
2018 Q2	$377K	Sell	18,070 -183,610	-91%	-$3.63M	0.1%	38
2018 Q1	$3.86M	Buy	201,680 +20,102	+11%	+$387K	1.05%	12
2017 Q4	$3.78M	Buy	181,578 +8,858	+5%	+$184K	1.03%	13
2017 Q3	$3.55M	Buy	172,720 +7,470	+5%	+$154K	1.01%	13
2017 Q2	$3.4M	Buy	165,250 +4,762	+3%	+$97.9K	1.02%	14
2017 Q1	$3.27M	Buy	160,488 +8,556	+6%	+$175K	0.99%	17
2016 Q4	$3.12M	Buy	151,932 +8,634	+6%	+$173K	1%	17
2016 Q3	$3.06M	Buy	143,298 +20,548	+17%	+$450K	0.99%	17
2016 Q2	$2.67M	Buy	122,750 +166	+0.1%	+$3.43K	0.9%	18
2016 Q1	$2.54M	Buy	122,584 +2,918	+2%	+$56.1K	0.9%	18
2015 Q4	$2.37M	Buy	119,666 +3,320	+3%	+$64.9K	0.88%	18
2015 Q3	$2.16M	Buy	116,346 +2,416	+2%	+$45.3K	0.95%	19
2015 Q2	$2.07M	Buy	113,930 +3,840	+3%	+$74K	0.85%	23
2015 Q1	$2.23M	Buy	110,090 +3,350	+3%	+$68.4K	0.89%	23
2014 Q4	$2.08M	Buy	106,740 +3,872	+4%	+$72.5K	0.64%	28
2014 Q3	$1.75M	Buy	102,868 +1,372	+1%	+$24.4K	0.55%	29
2014 Q2	$1.79M	Buy	101,496 +4,090	+4%	+$70.8K	0.54%	31
2014 Q1	$1.61M	Buy	97,406 +1,542	+2%	+$24.7K	0.52%	32
2013 Q4	$1.45M	Sell	95,864 -8,036	-8%	-$125K	0.52%	33
2013 Q3	$1.6M	Sell	103,900 -82,452	-44%	-$1.31M	0.58%	33
2013 Q2	$2.99M	Buy	+186,352	New	+$3.14M	1.23%	21