Alpha Omega 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
Q2 | $336K | Hold |
14,180
| – | – | 0.05% | 169 |
|
|
2026
Q1 | $305K | Sell |
14,180
-320
| -2% | -$7.01K | 0.05% | 171 |
|
|
2025
Q4 | $303K | Buy |
14,500
+1
| +0% | +$21 | 0.05% | 172 |
|
|
2025
Q3 | $313K | Hold |
14,499
| – | – | 0.05% | 171 |
|
|
2025
Q2 | $307K | Sell |
14,499
-429
| -3% | -$8.99K | 0.05% | 177 |
|
|
2025
Q1 | $321K | Sell |
14,928
-450
| -3% | -$9.62K | 0.06% | 171 |
|
|
2024
Q4 | $324K | Hold |
15,378
| – | – | 0.06% | 167 |
|
|
2024
Q3 | $356K | Sell |
15,378
-799
| -5% | -$17.5K | 0.07% | 167 |
|
|
2024
Q2 | $323K | Hold |
16,177
| – | – | 0.06% | 170 |
|
|
2024
Q1 | $328K | Hold |
16,177
| – | – | 0.06% | 172 |
|
|
2023
Q4 | $335K | Buy |
16,177
+1
| +0% | +$19 | 0.06% | 165 |
|
|
2023
Q3 | $287K | Hold |
16,176
| – | – | 0.05% | 175 |
|
|
2023
Q2 | $316K | Buy |
16,176
+1
| +0% | +$19 | 0.05% | 169 |
|
|
2023
Q1 | $315K | Sell |
16,175
-3,300
| -17% | -$66.1K | 0.05% | 169 |
|
|
2022
Q4 | $376K | Hold |
19,475
| – | – | 0.07% | 154 |
|
|
2022
Q3 | $364K | Sell |
19,475
-2,936
| -13% | -$63.5K | 0.07% | 153 |
|
|
2022
Q2 | $473K | Buy |
22,411
+630
| +3% | +$14.5K | 0.08% | 139 |
|
|
2022
Q1 | $542K | Sell |
21,781
-403
| -2% | -$9.73K | 0.09% | 144 |
|
|
2021
Q4 | $557K | Sell |
22,184
-198
| -0.9% | -$4.88K | 0.09% | 149 |
|
|
2021
Q3 | $511K | Buy |
22,382
+2
| +0% | +$48 | 0.08% | 150 |
|
|
2021
Q2 | $512K | Hold |
22,380
| – | – | 0.08% | 154 |
|
|
2021
Q1 | $460K | Hold |
22,380
| – | – | 0.08% | 152 |
|
|
2020
Q4 | $425K | Hold |
22,380
| – | – | 0.07% | 150 |
|
|
2020
Q3 | $396K | Hold |
22,380
| – | – | 0.06% | 144 |
|
|
2020
Q2 | $394K | Hold |
22,380
| – | – | 0.06% | 140 |
|
|
2020
Q1 | $366K | Hold |
22,380
| – | – | 0.07% | 139 |
|
|
2019
Q4 | $514K | Buy |
22,380
+2
| +0% | +$47 | 0.08% | 133 |
|
|
2019
Q3 | $517K | Sell |
22,378
-3,430
| -13% | -$78.7K | 0.08% | 134 |
|
|
2019
Q2 | $573K | Buy |
25,808
+50
| +0.2% | +$1.12K | 0.24% | 80 |
|
|
2019
Q1 | $572K | Hold |
25,758
| – | – | 0.26% | 78 |
|
|
2018
Q4 | $496K | Hold |
25,758
| – | – | 0.25% | 77 |
|
|
2018
Q3 | $537K | Sell |
25,758
-1,880
| -7% | -$39.7K | 0.24% | 74 |
|
|
2018
Q2 | $577K | Sell |
27,638
-2,040
| -7% | -$40.4K | 0.28% | 72 |
|
|
2018
Q1 | $568K | Sell |
29,678
-920
| -3% | -$17.7K | 0.28% | 71 |
|
|
2017
Q4 | $637K | Hold |
30,598
| – | – | 0.31% | 65 |
|
|
2017
Q3 | $629K | Sell |
30,598
-100
| -0.3% | -$2.06K | 0.31% | 66 |
|
|
2017
Q2 | $633K | Hold |
30,698
| – | – | 0.33% | 66 |
|
|
2017
Q1 | $626K | Hold |
30,698
| – | – | 0.33% | 66 |
|
|
2016
Q4 | $630K | Buy |
+30,698
| New | +$616K | 0.33% | 64 |
|
Other funds holding SCHH
DI
BEI
Alpha Omega Wealth Management's SCHH Position: Q2 2026 in Review
Alpha Omega Wealth Management held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 14,180 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #169.
Alpha Omega Wealth Management first reported a position in SCHH in Q4 2016 and has held it in 39 quarters since. The position peaked at $637K in Q4 2017. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.
- Alpha Omega Wealth Management held 14,180 shares of Schwab US REIT ETF worth $336K as of Q2 2026.
- Alpha Omega Wealth Management left its Schwab US REIT ETF share count unchanged in Q2 2026.
- Schwab US REIT ETF made up 0.05% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #169 holding.
- Alpha Omega Wealth Management first reported a position in Schwab US REIT ETF in Q4 2016 and has held it in 39 quarters since.
- Alpha Omega Wealth Management's Schwab US REIT ETF position peaked at $637K in Q4 2017.
- 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.
Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.