Westside Investment 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	$430	Hold	20	–	–	﹤0.01%	1433
2025 Q4	$418	Sell	20 -410	-95%	-$8.69K	﹤0.01%	1440
2025 Q3	$9.28K	Hold	430	–	–	﹤0.01%	1115
2025 Q2	$9.1K	Hold	430	–	–	﹤0.01%	972
2025 Q1	$9.25K	Hold	430	–	–	﹤0.01%	694
2024 Q4	$9.06K	Hold	430	–	–	﹤0.01%	700
2024 Q3	$9.96K	Hold	430	–	–	﹤0.01%	681
2024 Q2	$8.59K	Hold	430	–	–	﹤0.01%	681
2024 Q1	$8.73K	Sell	430 -90	-17%	-$1.8K	﹤0.01%	654
2023 Q4	$10.8K	Hold	520	–	–	﹤0.01%	583
2023 Q3	$9.23K	Hold	520	–	–	﹤0.01%	597
2023 Q2	$10.2K	Hold	520	–	–	﹤0.01%	586
2023 Q1	$10.1K	Hold	520	–	–	﹤0.01%	585
2022 Q4	$1.74K	Hold	520	–	–	﹤0.01%	238
2022 Q3	$1.69K	Hold	520	–	–	﹤0.01%	246
2022 Q2	$2.29K	Hold	520	–	–	0.01%	238
2022 Q1	$2.3K	Hold	520	–	–	0.01%	239
2021 Q4	$2.09K	Hold	520	–	–	﹤0.01%	231
2021 Q3	$2.09K	Hold	520	–	–	﹤0.01%	230
2021 Q2	$2.07K	Hold	520	–	–	﹤0.01%	222
2021 Q1	$1.86K	Buy	+520	New	+$10.2K	﹤0.01%	212