Sculati Wealth 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
2024 Q3	–	Sell	-19,205	Closed	-$384K	–	112
2024 Q2	$384K	Sell	19,205 -18,606	-49%	-$363K	0.16%	83
2024 Q1	$768K	Sell	37,811 -3,840	-9%	-$77K	0.33%	67
2023 Q4	$863K	Sell	41,651 -406	-1%	-$7.54K	0.4%	63
2023 Q3	$747K	Sell	42,057 -1,351	-3%	-$26K	0.38%	67
2023 Q2	$848K	Sell	43,408 -8,695	-17%	-$167K	0.43%	64
2023 Q1	$1.02M	Sell	52,103 -2,332	-4%	-$46.7K	0.54%	61
2022 Q4	$1.05M	Sell	54,435 -2,259	-4%	-$43.5K	0.59%	61
2022 Q3	$1.06M	Sell	56,694 -2,069	-4%	-$44.8K	0.63%	55
2022 Q2	$1.24M	Sell	58,763 -3,951	-6%	-$90.9K	0.71%	53
2022 Q1	$1.56M	Sell	62,714 -2,454	-4%	-$59.2K	0.76%	46
2021 Q4	$1.72M	Sell	65,168 -726	-1%	-$17.9K	0.83%	38
2021 Q3	$1.5M	Sell	65,894 -1,416	-2%	-$33.8K	0.8%	39
2021 Q2	$1.54M	Sell	67,310 -3,776	-5%	-$83.9K	0.82%	40
2021 Q1	$1.46M	Sell	71,086 -4,534	-6%	-$88.7K	0.84%	40
2020 Q4	$1.44M	Sell	75,620 -2,774	-4%	-$51.3K	0.94%	37
2020 Q3	$1.39M	Sell	78,394 -1,766	-2%	-$31.8K	1.04%	33
2020 Q2	$1.41M	Buy	80,160 +2,762	+4%	+$48K	1.19%	29
2020 Q1	$1.27M	Buy	77,398 +672	+0.9%	+$14.3K	1.39%	25
2019 Q4	$1.76M	Buy	+76,726	New	+$1.79M	1.58%	14