AIA
Armor Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Sell |
9,222
-1,511
| -14% | -$32K | 0.07% | 101 |
|
|
2025
Q1 | $231K | Sell |
10,733
-88
| -0.8% | -$1.89K | 0.1% | 90 |
|
|
2024
Q4 | $228K | Buy |
10,821
+29
| +0.3% | +$611 | 0.09% | 90 |
|
|
2024
Q3 | $250K | Sell |
10,792
-271
| -2% | -$6.28K | 0.1% | 91 |
|
|
2024
Q2 | $221K | Sell |
11,063
-90
| -0.8% | -$1.8K | 0.1% | 93 |
|
|
2024
Q1 | $226K | Sell |
11,153
-1,214
| -10% | -$24.6K | 0.11% | 98 |
|
|
2023
Q4 | $256K | Hold |
12,367
| – | – | 0.14% | 93 |
|
|
2023
Q3 | $220K | Buy |
12,367
+659
| +6% | +$11.7K | 0.13% | 97 |
|
|
2023
Q2 | $229K | Sell |
11,708
-848
| -7% | -$16.6K | 0.14% | 93 |
|
|
2023
Q1 | $245K | Hold |
12,556
| – | – | 0.14% | 102 |
|
|
2022
Q4 | $242K | Sell |
12,556
-872
| -6% | -$16.8K | 0.15% | 104 |
|
|
2022
Q3 | $251K | Sell |
13,428
-147
| -1% | -$2.75K | 0.17% | 97 |
|
|
2022
Q2 | $286K | Sell |
13,575
-802
| -6% | -$16.9K | 0.19% | 94 |
|
|
2022
Q1 | $358K | Buy |
14,377
+6,342
| +79% | +$158K | 0.2% | 91 |
|
|
2021
Q4 | $423K | Sell |
8,035
-1,160
| -13% | -$61.1K | 0.24% | 88 |
|
|
2021
Q3 | $420K | Sell |
9,195
-1,237
| -12% | -$56.5K | 0.26% | 84 |
|
|
2021
Q2 | $478K | Sell |
10,432
-60
| -0.6% | -$2.75K | 0.29% | 79 |
|
|
2021
Q1 | $431K | Sell |
10,492
-1,300
| -11% | -$53.4K | 0.28% | 78 |
|
|
2020
Q4 | $448K | Buy |
11,792
+1,002
| +9% | +$38.1K | 0.32% | 70 |
|
|
2020
Q3 | $382K | Buy |
10,790
+2,360
| +28% | +$83.6K | 0.33% | 69 |
|
|
2020
Q2 | $297K | Buy |
8,430
+2,919
| +53% | +$103K | 0.26% | 82 |
|
|
2020
Q1 | $180K | Buy |
5,511
+2,659
| +93% | +$86.8K | 0.18% | 89 |
|
|
2019
Q4 | $131K | Buy |
2,852
+998
| +54% | +$45.8K | 0.1% | 117 |
|
|
2019
Q3 | $87K | Buy |
1,854
+1
| +0.1% | +$47 | 0.07% | 115 |
|
|
2019
Q2 | $82K | Buy |
1,853
+661
| +55% | +$29.3K | 0.07% | 116 |
|
|
2019
Q1 | $53K | Buy |
1,192
+135
| +13% | +$6K | 0.05% | 120 |
|
|
2018
Q4 | $41K | Hold |
1,057
| – | – | 0.04% | 108 |
|
|
2018
Q3 | $44K | Sell |
1,057
-106
| -9% | -$4.41K | 0.04% | 119 |
|
|
2018
Q2 | $49K | Sell |
1,163
-275
| -19% | -$11.6K | 0.04% | 121 |
|
|
2018
Q1 | $55K | Hold |
1,438
| – | – | 0.05% | 120 |
|
|
2017
Q4 | $60K | Buy |
1,438
+120
| +9% | +$5.01K | 0.05% | 115 |
|
|
2017
Q3 | $54K | Hold |
1,318
| – | – | 0.05% | 114 |
|
|
2017
Q2 | $54K | Sell |
1,318
-100
| -7% | -$4.1K | 0.05% | 104 |
|
|
2017
Q1 | $58K | Sell |
1,418
-315
| -18% | -$12.9K | 0.06% | 106 |
|
|
2016
Q4 | $71K | Buy |
+1,733
| New | +$71K | 0.07% | 106 |
|