SignalPoint Asset 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 Q4	$289K	Sell	13,741 -50	-0.4%	-$1.12K	0.07%	199
2024 Q3	$317K	Sell	13,791 -144	-1%	-$3.15K	0.07%	203
2024 Q2	$278K	Hold	13,935	–	–	0.07%	210
2024 Q1	$283K	Sell	13,935 -14	-0.1%	-$281	0.08%	193
2023 Q4	$288K	Sell	13,949 -378	-3%	-$7.03K	0.08%	182
2023 Q3	$254K	Sell	14,327 -51	-0.4%	-$981	0.08%	187
2023 Q2	$281K	Sell	14,378 -290	-2%	-$5.56K	0.09%	181
2023 Q1	$286K	Buy	14,668 +708	+5%	+$14.2K	0.09%	181
2022 Q4	$269K	Hold	13,960	–	–	0.09%	183
2022 Q3	$260K	Sell	13,960 -97	-0.7%	-$2.1K	0.1%	180
2022 Q2	$296K	Sell	14,057 -67	-0.5%	-$1.54K	0.11%	171
2022 Q1	$352K	Buy	14,124 +584	+4%	+$14.1K	0.11%	164
2021 Q4	$356K	Sell	13,540 -26	-0.2%	-$641	0.11%	165
2021 Q3	$310K	Sell	13,566 -264	-2%	-$6.29K	0.1%	168
2021 Q2	$317K	Buy	13,830 +2,254	+19%	+$50.1K	0.1%	171
2021 Q1	$238K	Buy	+11,576	New	+$226K	0.08%	193
2020 Q1	–	Sell	-19,054	Closed	-$438K	–	193
2019 Q4	$438K	Buy	19,054 +3,822	+25%	+$89K	0.18%	110
2019 Q3	$359K	Buy	+15,232	New	+$349K	0.16%	137