AWM
Ariadne Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
14,950
-5,100
| -25% | -$107K | 0.15% | 148 |
|
|
2025
Q1 | $425K | Hold |
20,050
| – | – | 0.22% | 99 |
|
|
2024
Q4 | $431K | Buy |
20,050
+5,100
| +34% | +$110K | 0.2% | 100 |
|
|
2024
Q3 | $334K | Hold |
14,950
| – | – | 0.18% | 116 |
|
|
2024
Q2 | $301K | Buy |
+14,950
| New | +$301K | 0.23% | 97 |
|