Rooted Wealth Advisors’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	$3.66M	Buy	155,704 +10,238	+7%	+$224K	0.96%	28
2025 Q4	$3.15M	Buy	145,466 +10,887	+8%	+$231K	0.89%	26
2025 Q3	$2.9M	Sell	134,579 -37,629	-22%	-$803K	0.88%	26
2025 Q2	$3.66M	Buy	172,208 +9,894	+6%	+$207K	1.27%	19
2025 Q1	$3.25M	Sell	162,314 -6,164	-4%	-$132K	1.4%	18
2024 Q4	$3.48M	Buy	168,478 +5,560	+3%	+$124K	1.36%	17
2024 Q3	$3.66M	Buy	162,918 +131,087	+412%	+$2.87M	1.63%	13
2024 Q2	$674K	Sell	31,831 -303	-0.9%	-$5.91K	0.3%	48
2024 Q1	$634K	Buy	32,134 +1,631	+5%	+$32.7K	0.31%	48
2023 Q4	$600K	Buy	30,503 +1,008	+3%	+$18.7K	0.31%	49
2023 Q3	$548K	Buy	29,495 +4,131	+16%	+$79.5K	0.34%	45
2023 Q2	$501K	Buy	25,364 +1,397	+6%	+$26.8K	0.34%	45
2023 Q1	$456K	Buy	23,967 +2,711	+13%	+$54.3K	0.34%	49
2022 Q4	$410K	Buy	+21,256	New	+$409K	0.34%	47