Yoder 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	$1.04M	Buy	48,302 +1,709	+4%	+$37.5K	0.47%	47
2025 Q4	$973K	Buy	46,593 +12,941	+38%	+$274K	0.44%	50
2025 Q3	$726K	Buy	33,652 +4,490	+15%	+$95.8K	0.34%	57
2025 Q2	$617K	Buy	29,162 +888	+3%	+$18.6K	0.32%	57
2025 Q1	$608K	Buy	28,274 +725	+3%	+$15.5K	0.34%	57
2024 Q4	$580K	Buy	27,549 +5,475	+25%	+$122K	0.32%	57
2024 Q3	$511K	Buy	22,074 +964	+5%	+$21.1K	0.31%	58
2024 Q2	$422K	Buy	21,110 +750	+4%	+$14.6K	0.27%	64
2024 Q1	$413K	Sell	20,360 -13,282	-39%	-$266K	0.27%	64
2023 Q4	$697K	Sell	33,642 -7,980	-19%	-$148K	0.49%	44
2023 Q3	$739K	Buy	41,622 +9,192	+28%	+$177K	0.61%	41
2023 Q2	$633K	Sell	32,430 -224	-0.7%	-$4.29K	0.5%	43
2023 Q1	$637K	Buy	+32,654	New	+$654K	0.53%	40