Truvestments Capital’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
2025 Q4	–	Sell	-588	Closed	-$12.7K	–	1100
2025 Q3	$12.7K	Buy	+588	New	+$12.5K	﹤0.01%	677
2025 Q1	–	Sell	-39	Closed	-$821	–	1138
2024 Q4	$821	Hold	39	–	–	﹤0.01%	933
2024 Q3	$904	Buy	+39	New	+$853	﹤0.01%	858
2022 Q4	–	Sell	-22	Closed	–	–	955
2022 Q3	$0	Hold	22	–	–	﹤0.01%	654
2022 Q2	$0	Buy	+22	New	+$506	﹤0.01%	654
2021 Q3	–	Sell	-766	Closed	-$18K	–	647
2021 Q2	$18K	Sell	766 -90	-11%	-$2K	0.01%	335
2021 Q1	$18K	Buy	856 +96	+13%	+$1.88K	0.01%	383
2020 Q4	$14K	Buy	+760	New	+$14.1K	0.01%	393
2020 Q3	–	Sell	-746	Closed	-$13K	–	506
2020 Q2	$13K	Sell	746 -1,922	-72%	-$33.4K	0.01%	357
2020 Q1	$43K	Buy	+2,668	New	+$56.9K	0.05%	185