Root Financial Partners’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	$285K	Sell	13,264 -2,936	-18%	-$64.4K	0.01%	256
2025 Q4	$338K	Sell	16,200 -7,556	-32%	-$160K	0.02%	212
2025 Q3	$512K	Buy	23,756 +2,349	+11%	+$50.1K	0.03%	141
2025 Q2	$453K	Sell	21,407 -14,820	-41%	-$310K	0.04%	135
2025 Q1	$779K	Buy	36,227 +2,163	+6%	+$46.2K	0.08%	82
2024 Q4	$717K	Sell	34,064 -3,103	-8%	-$69.4K	0.09%	84
2024 Q3	$861K	Sell	37,167 -8,299	-18%	-$182K	0.14%	55
2024 Q2	$908K	Buy	45,466 +525	+1%	+$10.2K	0.21%	39
2024 Q1	$912K	Sell	44,941 -560	-1%	-$11.2K	0.27%	36
2023 Q4	$942K	Buy	45,501 +2,216	+5%	+$41.2K	0.35%	29
2023 Q3	$768K	Buy	43,285 +840	+2%	+$16.2K	0.41%	31
2023 Q2	$829K	Sell	42,445 -2,877	-6%	-$55.2K	0.49%	28
2023 Q1	$884K	Buy	+45,322	New	+$908K	0.63%	27