AAS
Asset Allocation Strategies’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Buy |
224,992
+25,073
| +13% | +$531K | 1.05% | 28 |
|
|
2025
Q1 | $4.3M | Buy |
199,919
+17,462
| +10% | +$376K | 1.07% | 29 |
|
|
2024
Q4 | $3.91M | Buy |
182,457
+97,306
| +114% | +$2.09M | 0.94% | 30 |
|
|
2024
Q3 | $1.97M | Buy |
85,151
+67,484
| +382% | +$1.56M | 0.56% | 45 |
|
|
2024
Q2 | $353K | Buy |
+17,667
| New | +$353K | 0.12% | 65 |
|