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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $313K | Hold |
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|
2025
Q2 | $307K | Sell |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $324K | Hold |
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|
2024
Q3 | $356K | Sell |
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|
2024
Q2 | $323K | Hold |
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|
2024
Q1 | $328K | Hold |
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|
2023
Q4 | $335K | Buy |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $316K | Buy |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $376K | Hold |
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|
2022
Q3 | $364K | Sell |
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|
2022
Q2 | $473K | Buy |
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|
2022
Q1 | $542K | Sell |
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|
2021
Q4 | $557K | Sell |
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|
2021
Q3 | $511K | Buy |
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|
2021
Q2 | $512K | Hold |
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|
2021
Q1 | $460K | Hold |
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|
2020
Q4 | $425K | Hold |
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|
2020
Q3 | $396K | Hold |
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|
2020
Q2 | $394K | Hold |
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|
2020
Q1 | $366K | Hold |
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|
2019
Q4 | $514K | Buy |
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|
2019
Q3 | $517K | Sell |
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|
2019
Q2 | $573K | Buy |
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|
2019
Q1 | $572K | Hold |
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|
2018
Q4 | $496K | Hold |
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|
2018
Q3 | $537K | Sell |
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|
2018
Q2 | $577K | Sell |
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|
2018
Q1 | $568K | Sell |
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|
2017
Q4 | $637K | Hold |
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|
2017
Q3 | $629K | Sell |
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|
2017
Q2 | $633K | Hold |
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|
2017
Q1 | $626K | Hold |
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|
2016
Q4 | $630K | Buy |
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