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

Avior 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 Q2	$9.55M	Buy	403,264 +5,819	+1%	+$136K	0.25%	87
2026 Q1	$8.54M	Buy	397,445 +23,744	+6%	+$521K	0.24%	88
2025 Q4	$7.81M	Buy	373,701 +33,431	+10%	+$709K	0.24%	80
2025 Q3	$7.34M	Buy	340,270 +30,882	+10%	+$659K	0.24%	78
2025 Q2	$6.55M	Buy	309,388 +11,980	+4%	+$251K	0.23%	81
2025 Q1	$6.4M	Buy	297,408 +5,987	+2%	+$128K	0.24%	76
2024 Q4	$6.14M	Buy	291,421 +9,230	+3%	+$206K	0.22%	80
2024 Q3	$6.54M	Buy	282,191 +12,042	+4%	+$264K	0.26%	71
2024 Q2	$5.39M	Buy	270,149 +14,760	+6%	+$288K	0.23%	78
2024 Q1	$5.18M	Buy	255,389 +25,604	+11%	+$513K	0.24%	78
2023 Q4	$4.76M	Buy	229,785 +22,426	+11%	+$417K	0.29%	69
2023 Q3	$3.68M	Buy	207,359 +18,906	+10%	+$364K	0.25%	75
2023 Q2	$3.68M	Buy	188,453 +2,740	+1%	+$52.5K	0.24%	79
2023 Q1	$3.62M	Buy	185,713 +14,682	+9%	+$294K	0.25%	80
2022 Q4	$3.3M	Buy	171,031 +20,975	+14%	+$404K	0.25%	84
2022 Q3	$2.8M	Buy	150,056 +8,254	+6%	+$179K	0.23%	84
2022 Q2	$2.99M	Buy	141,802 +4,813	+4%	+$111K	0.3%	70
2022 Q1	$3.41M	Buy	136,989 +12,893	+10%	+$311K	0.29%	71
2021 Q4	$3.27M	Buy	124,096 +7,584	+7%	+$187K	0.27%	80
2021 Q3	$2.66M	Buy	116,512 +10,152	+10%	+$242K	0.22%	90
2021 Q2	$2.44M	Buy	106,360 +20,874	+24%	+$464K	0.24%	91
2021 Q1	$1.76M	Sell	85,486 -85,878	-50%	-$1.68M	0.19%	114
2020 Q4	$3.25M	Buy	171,364 +25,272	+17%	+$467K	0.4%	58
2020 Q3	$2.58M	Sell	146,092 -8,518	-6%	-$153K	0.37%	69
2020 Q2	$2.72M	Buy	154,610 +13,304	+9%	+$231K	0.43%	53
2020 Q1	$2.31M	Buy	141,306 +27,326	+24%	+$583K	0.46%	56
2019 Q4	$2.62M	Buy	113,980 +7,870	+7%	+$183K	0.42%	61
2019 Q3	$2.5M	Buy	106,110 +5,978	+6%	+$137K	0.44%	60
2019 Q2	$2.23M	Buy	100,132 +10,656	+12%	+$238K	0.4%	65
2019 Q1	$1.99M	Buy	89,476 +460	+0.5%	+$9.76K	0.42%	60
2018 Q4	$1.71M	Buy	89,016 +4,102	+5%	+$83.8K	0.41%	65
2018 Q3	$1.77M	Sell	84,914 -5,436	-6%	-$115K	0.38%	72
2018 Q2	$1.89M	Buy	90,350 +4,404	+5%	+$87.1K	0.43%	63
2018 Q1	$1.64M	Buy	85,946 +7,226	+9%	+$139K	0.38%	74
2017 Q4	$1.64M	Buy	78,720 +1,718	+2%	+$35.7K	0.37%	77
2017 Q3	$1.58M	Buy	+77,002	New	+$1.59M	0.52%	60
2017 Q2	–	Sell	-60,304	Closed	-$1.23M	–	480
2017 Q1	$1.23M	Buy	60,304 +4,304	+8%	+$88.2K	0.41%	81
2016 Q4	$1.15M	Buy	56,000 +3,530	+7%	+$70.9K	0.43%	85
2016 Q3	$1.12M	Buy	52,470 +128	+0.2%	+$2.81K	0.44%	83
2016 Q2	$1.14M	Buy	52,342 +1,408	+3%	+$29.1K	0.48%	72
2016 Q1	$1.05M	Buy	50,934 +1,980	+4%	+$38.1K	0.47%	77
2015 Q4	$970K	Sell	48,954 -3,314	-6%	-$64.7K	0.53%	65
2015 Q3	$972K	Buy	52,268 +1,444	+3%	+$27.1K	0.57%	55
2015 Q2	$923K	Sell	50,824 -168	-0.3%	-$3.24K	0.72%	34
2015 Q1	$1.03M	Sell	50,992 -5,198	-9%	-$106K	0.8%	30
2014 Q4	$1.09M	Buy	56,190 +1,076	+2%	+$20.2K	0.87%	28
2014 Q3	$939K	Sell	55,114 -100	-0.2%	-$1.78K	0.8%	30
2014 Q2	$976K	Buy	55,214 +2,384	+5%	+$41.3K	0.82%	30
2014 Q1	$875K	Buy	52,830 +352	+0.7%	+$5.64K	0.73%	29
2013 Q4	$794K	Buy	+52,478	New	+$818K	0.75%	29

Other funds holding SCHH

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return