Spire 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
2026 Q1	$4.15K	Hold	193	–	–	﹤0.01%	1885
2025 Q4	$4.03K	Buy	193 +124	+180%	+$2.63K	﹤0.01%	1957
2025 Q3	$1.49K	Hold	69	–	–	﹤0.01%	2209
2025 Q2	$1.46K	Sell	69 -503	-88%	-$10.5K	﹤0.01%	2230
2025 Q1	$12.3K	Sell	572 -135	-19%	-$2.88K	﹤0.01%	1773
2024 Q4	$14.9K	Buy	707 +379	+116%	+$8.47K	﹤0.01%	1721
2024 Q3	$7.59K	Sell	328 -205	-38%	-$4.49K	﹤0.01%	1718
2024 Q2	$10.6K	Sell	533 -3,614	-87%	-$70.5K	﹤0.01%	1617
2024 Q1	$84.2K	Buy	4,147 +1,110	+37%	+$22.3K	﹤0.01%	1047
2023 Q4	$61K	Sell	3,037 -6	-0.2%	-$112	﹤0.01%	1140
2023 Q3	$54K	Buy	3,043 +11	+0.4%	+$212	﹤0.01%	1157
2023 Q2	$59.2K	Sell	3,032 -4,604	-60%	-$88.3K	﹤0.01%	1135
2023 Q1	$149K	Sell	7,636 -4,764	-38%	-$95.4K	0.01%	818
2022 Q4	$239K	Buy	12,400 +11,601	+1,452%	+$223K	0.01%	510
2022 Q3	$15K	Sell	799 -965	-55%	-$20.9K	﹤0.01%	1447
2022 Q2	$37K	Sell	1,764 -17,121	-91%	-$394K	﹤0.01%	1429
2022 Q1	$470K	Buy	18,885 +5,145	+37%	+$124K	0.01%	594
2021 Q4	$362K	Sell	13,740 -952	-6%	-$23.5K	0.01%	820
2021 Q3	$336K	Sell	14,692 -1,126	-7%	-$26.8K	0.01%	716
2021 Q2	$362K	Sell	15,818 -32	-0.2%	-$711	0.01%	713
2021 Q1	$326K	Buy	+15,850	New	+$310K	0.01%	822