Alaska Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Alaska Wealth Advisors’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
2026 Q1	$2.17M	Buy	101,126 +6,920	+7%	+$152K	0.26%	31
2025 Q4	$1.97M	Buy	94,206 +7,470	+9%	+$158K	0.25%	31
2025 Q3	$1.87M	Buy	86,736 +5,477	+7%	+$117K	0.24%	29
2025 Q2	$1.72M	Sell	81,259 -1,123	-1%	-$23.5K	0.25%	28
2025 Q1	$1.77M	Buy	82,382 +3,580	+5%	+$76.5K	0.28%	28
2024 Q4	$1.66M	Buy	78,802 +18,326	+30%	+$410K	0.26%	27
2024 Q3	$1.4M	Buy	60,476 +973	+2%	+$21.3K	0.21%	29
2024 Q2	$1.19M	Sell	59,503 -1,459	-2%	-$28.5K	0.18%	33
2024 Q1	$1.24M	Buy	60,962 +2,635	+5%	+$52.8K	0.19%	33
2023 Q4	$1.21M	Buy	58,327 +4,848	+9%	+$90.1K	0.2%	31
2023 Q3	$949K	Buy	53,479 +4,226	+9%	+$81.3K	0.15%	30
2023 Q2	$962K	Sell	49,253 -17,175	-26%	-$329K	0.15%	31
2023 Q1	$1.3M	Buy	66,428 +5,107	+8%	+$102K	0.22%	28
2022 Q4	$1.18M	Buy	61,321 +8,125	+15%	+$156K	0.21%	30
2022 Q3	$994K	Buy	53,196 +4,508	+9%	+$97.5K	0.19%	31
2022 Q2	$1.03M	Sell	48,688 -1,539	-3%	-$35.4K	0.21%	29
2022 Q1	$1.25M	Buy	50,227 +3,057	+6%	+$73.8K	0.23%	27
2021 Q4	$1.24M	Buy	47,170 +6,284	+15%	+$155K	0.22%	25
2021 Q3	$934K	Buy	40,886 +940	+2%	+$22.4K	0.18%	27
2021 Q2	$915K	Buy	39,946 +23,606	+144%	+$525K	0.18%	29
2021 Q1	$336K	Buy	16,340 +508	+3%	+$9.94K	0.07%	40
2020 Q4	$301K	Buy	15,832 +1,690	+12%	+$31.3K	0.06%	42
2020 Q3	$250K	Buy	14,142 +916	+7%	+$16.5K	0.06%	46
2020 Q2	$233K	Buy	+13,226	New	+$230K	0.06%	51
2020 Q1	–	Sell	-9,910	Closed	-$228K	–	69
2019 Q4	$228K	Buy	+9,910	New	+$231K	0.04%	62
2019 Q3	–	Sell	-29,958	Closed	-$666K	–	54
2019 Q2	$666K	Hold	29,958	–	–	0.07%	33
2019 Q1	$666K	Buy	29,958 +1,338	+5%	+$28.4K	0.07%	33
2018 Q4	$551K	Sell	28,620 -280	-1%	-$5.72K	0.17%	30
2018 Q3	$603K	Sell	28,900 -126	-0.4%	-$2.66K	0.18%	28
2018 Q2	$606K	Sell	29,026 -17,240	-37%	-$341K	0.19%	27
2018 Q1	$884K	Buy	46,266 +536	+1%	+$10.3K	0.31%	23
2017 Q4	$951K	Buy	+45,730	New	+$951K	0.34%	21