WT 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	$788K	Buy	36,681 +1,585	+5%	+$34.7K	0.23%	83
2025 Q4	$733K	Buy	35,096 +721	+2%	+$15.3K	0.21%	81
2025 Q3	$741K	Buy	34,375 +12,414	+57%	+$265K	0.21%	76
2025 Q2	$465K	Buy	21,961 +1,327	+6%	+$27.8K	0.14%	100
2025 Q1	$444K	Buy	20,634 +1,951	+10%	+$41.7K	0.14%	89
2024 Q4	$393K	Sell	18,683 -145	-0.8%	-$3.24K	0.12%	97
2024 Q3	$436K	Sell	18,828 -40,566	-68%	-$888K	0.14%	87
2024 Q2	$1.19M	Buy	59,394 +1,128	+2%	+$22K	0.41%	65
2024 Q1	$1.18M	Buy	58,266 +38,060	+188%	+$763K	0.42%	68
2023 Q4	$418K	Sell	20,206 -1,981	-9%	-$36.8K	0.17%	82
2023 Q3	$394K	Sell	22,187 -1,282	-5%	-$24.7K	0.17%	84
2023 Q2	$458K	Sell	23,469 -60,787	-72%	-$1.17M	0.19%	85
2023 Q1	$1.64M	Sell	84,256 -14,936	-15%	-$299K	0.71%	34
2022 Q4	$1.91M	Sell	99,192 -15,786	-14%	-$304K	0.93%	31
2022 Q3	$2.15M	Sell	114,978 -9,430	-8%	-$204K	1.08%	21
2022 Q2	$2.62M	Sell	124,408 -34,217	-22%	-$787K	1.3%	21
2022 Q1	$3.95M	Buy	158,625 +8,137	+5%	+$196K	1.52%	18
2021 Q4	$3.96M	Sell	150,488 -3,776	-2%	-$93.1K	1.46%	17
2021 Q3	$3.52M	Buy	154,264 +3,948	+3%	+$94.1K	1.36%	21
2021 Q2	$3.44M	Buy	150,316 +5,006	+3%	+$111K	1.39%	20
2021 Q1	$2.98M	Buy	145,310 +21,738	+18%	+$425K	1.38%	19
2020 Q4	$2.35M	Sell	123,572 -3,402	-3%	-$62.9K	1.28%	18
2020 Q3	$2.25M	Sell	126,974 -5,198	-4%	-$93.5K	1.49%	18
2020 Q2	$2.33M	Buy	132,172 +15,888	+14%	+$276K	1.87%	12
2020 Q1	$1.9M	Sell	116,284 -3,712	-3%	-$79.2K	2.01%	12
2019 Q4	$2.76M	Buy	119,996 +8,840	+8%	+$206K	2.1%	9
2019 Q3	$2.62M	Buy	+111,156	New	+$2.55M	2.28%	8