Aletheian Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Buy |
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|
2025
Q1 | $849K | Sell |
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|
2024
Q4 | $843K | Sell |
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|
2024
Q3 | $951K | Sell |
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|
2024
Q2 | $842K | Buy |
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|
2024
Q1 | $856K | Sell |
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|
2023
Q4 | $878K | Sell |
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|
2023
Q3 | $1.58M | Buy |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $995K | Buy |
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|
2022
Q4 | $603K | Buy |
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|
2022
Q3 | $559K | Buy |
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|
2022
Q2 | $526K | Buy |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $353K | Buy |
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