Alpha Omega Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Alpha Omega Wealth Management’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	$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