Aletheian Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Buy |
40,588
+1,104
| +3% | +$23.4K | 0.42% | 42 |
|
|
2025
Q1 | $849K | Sell |
39,484
-538
| -1% | -$11.6K | 0.48% | 42 |
|
|
2024
Q4 | $843K | Sell |
40,022
-1,029
| -3% | -$21.7K | 0.5% | 41 |
|
|
2024
Q3 | $951K | Sell |
41,051
-1,116
| -3% | -$25.9K | 0.56% | 37 |
|
|
2024
Q2 | $842K | Buy |
42,167
+1
| +0% | +$20 | 0.44% | 53 |
|
|
2024
Q1 | $856K | Sell |
42,166
-212
| -0.5% | -$4.3K | 0.46% | 53 |
|
|
2023
Q4 | $878K | Sell |
42,378
-46,402
| -52% | -$961K | 0.58% | 43 |
|
|
2023
Q3 | $1.58M | Buy |
88,780
+37,054
| +72% | +$658K | 1.21% | 20 |
|
|
2023
Q2 | $1.01M | Buy |
51,726
+712
| +1% | +$13.9K | 0.69% | 38 |
|
|
2023
Q1 | $995K | Buy |
51,014
+19,761
| +63% | +$385K | 0.88% | 27 |
|
|
2022
Q4 | $603K | Buy |
31,253
+1,337
| +4% | +$25.8K | 0.52% | 43 |
|
|
2022
Q3 | $559K | Buy |
29,916
+4,983
| +20% | +$93.1K | 0.63% | 32 |
|
|
2022
Q2 | $526K | Buy |
24,933
+351
| +1% | +$7.41K | 0.53% | 34 |
|
|
2022
Q1 | $612K | Buy |
24,582
+11,182
| +83% | +$278K | 0.58% | 34 |
|
|
2021
Q4 | $353K | Buy |
+13,400
| New | +$353K | 0.35% | 40 |
|