AP
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Adero Partners’s Schwab US REIT ETF SCHH Stock Holding History

Adero Partners’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14,742
Closed -$284K – 174
2022
Q4 		$284K Sell
14,742
-13,180
-47% -$254K 0.03% 130
2022
Q3 		$507K Buy
27,922
+4,999
+22% +$108K 0.06% 91
2022
Q2 		$483K Sell
22,923
-108
-0.5% -$2.48K 0.07% 89
2022
Q1 		$573K Sell
23,031
-365
-2% -$8.81K 0.08% 81
2021
Q4 		$616K Sell
23,396
-420
-2% -$10.3K 0.1% 85
2021
Q3 		$544K Buy
23,816
+470
+2% +$11.2K 0.1% 83
2021
Q2 		$535K Sell
23,346
-430
-2% -$9.56K 0.12% 75
2021
Q1 		$488K Sell
23,776
-938
-4% -$18.3K 0.22% 66
2020
Q4 		$469K Buy
24,714
+8
+0% +$148 0.4% 43
2020
Q3 		$437K Buy
24,706
+8,882
+56% +$160K 0.35% 51
2020
Q2 		$279K Sell
15,824
-2,180
-12% -$37.9K 0.29% 59
2020
Q1 		$295K Buy
18,004
+422
+2% +$9.01K 0.49% 46
2019
Q4 		$404K Buy
+17,582
New +$410K 0.45% 48

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