SWA
Strata Wealth 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 | $335K | Buy |
+15,819
| New | +$335K | 0.09% | 61 |
|
|
2023
Q4 | – | Sell |
-114,751
| Closed | -$2.04M | – | 71 |
|
|
2023
Q3 | $2.04M | Buy |
+114,751
| New | +$2.04M | 0.98% | 11 |
|
|
2023
Q1 | $1.25M | Buy |
64,051
+33,918
| +113% | +$661K | 0.64% | 17 |
|
|
2022
Q4 | $581K | Buy |
+30,133
| New | +$581K | 0.32% | 25 |
|