Western 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	$391K	Buy	18,213 +890	+5%	+$19.5K	0.01%	704
2025 Q4	$362K	Buy	17,323 +305	+2%	+$6.47K	0.02%	606
2025 Q3	$367K	Buy	17,018 +70	+0.4%	+$1.49K	0.02%	532
2025 Q2	$359K	Sell	16,948 -321	-2%	-$6.72K	0.02%	511
2025 Q1	$371K	Buy	17,269 +249	+1%	+$5.32K	0.02%	464
2024 Q4	$358K	Buy	17,020 +1,196	+8%	+$26.7K	0.02%	467
2024 Q3	$367K	Buy	15,824 +243	+2%	+$5.32K	0.02%	536
2024 Q2	$311K	Sell	15,581 -13	-0.1%	-$254	0.02%	488
2024 Q1	$317K	Sell	15,594 -3,231	-17%	-$64.8K	0.02%	490
2023 Q4	$390K	Buy	18,825 +3,499	+23%	+$65K	0.03%	474
2023 Q3	$272K	Buy	15,326 +119	+0.8%	+$2.29K	0.02%	531
2023 Q2	$297K	Sell	15,207 -1,632	-10%	-$31.3K	0.03%	506
2023 Q1	$328K	Buy	16,839 +371	+2%	+$7.43K	0.03%	477
2022 Q4	$318K	Sell	16,468 -16,198	-50%	-$312K	0.03%	449
2022 Q3	$610K	Buy	32,666 +238	+0.7%	+$5.15K	0.03%	422
2022 Q2	$684K	Buy	32,428 +224	+0.7%	+$5.15K	0.04%	389
2022 Q1	$802K	Buy	32,204 +15,038	+88%	+$363K	0.04%	392
2021 Q4	$453K	Buy	+17,166	New	+$423K	0.04%	353