Values Added Financial’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	$318K	Buy	14,779 +13	+0.1%	+$285	0.13%	99
2025 Q4	$308K	Sell	14,766 -1,457	-9%	-$30.9K	0.13%	100
2025 Q3	$350K	Sell	16,223 -11,998	-43%	-$256K	0.16%	91
2025 Q2	$597K	Sell	28,221 -3,589	-11%	-$75.2K	0.29%	64
2025 Q1	$684K	Sell	31,810 -637	-2%	-$13.6K	0.38%	53
2024 Q4	$683K	Sell	32,447 -489	-1%	-$10.9K	0.4%	48
2024 Q3	$763K	Sell	32,936 -137	-0.4%	-$3K	0.48%	37
2024 Q2	$660K	Sell	33,073 -2,663	-7%	-$51.9K	0.48%	39
2024 Q1	$725K	Sell	35,736 -504	-1%	-$10.1K	0.57%	34
2023 Q4	$751K	Sell	36,240 -866	-2%	-$16.1K	0.61%	31
2023 Q3	$659K	Buy	37,106 +816	+2%	+$15.7K	0.6%	34
2023 Q2	$709K	Buy	+36,290	New	+$696K	0.66%	30