Stratos Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Sell |
177,149
-82,088
| -32% | -$1.74M | 0.2% | 125 |
|
|
2025
Q1 | $5.58M | Sell |
259,237
-12,224
| -5% | -$263K | 0.3% | 77 |
|
|
2024
Q4 | $5.72M | Sell |
271,461
-7,552
| -3% | -$159K | 0.27% | 90 |
|
|
2024
Q3 | $6.46M | Buy |
279,013
+16,106
| +6% | +$373K | 0.3% | 79 |
|
|
2024
Q2 | $5.25M | Buy |
262,907
+1,202
| +0.5% | +$24K | 0.26% | 93 |
|
|
2024
Q1 | $5.31M | Buy |
261,705
+12,436
| +5% | +$252K | 0.31% | 81 |
|
|
2023
Q4 | $5.16M | Buy |
249,269
+881
| +0.4% | +$18.2K | 0.3% | 98 |
|
|
2023
Q3 | $4.41M | Buy |
248,388
+100,138
| +68% | +$1.78M | 0.29% | 98 |
|
|
2023
Q2 | $2.9M | Buy |
148,250
+3,291
| +2% | +$64.3K | 0.21% | 134 |
|
|
2023
Q1 | $2.83M | Buy |
144,959
+13,322
| +10% | +$260K | 0.22% | 132 |
|
|
2022
Q4 | $2.54M | Sell |
131,637
-12,491
| -9% | -$241K | 0.21% | 136 |
|
|
2022
Q3 | $2.69M | Buy |
144,128
+24,284
| +20% | +$454K | 0.28% | 100 |
|
|
2022
Q2 | $2.53M | Sell |
119,844
-19,978
| -14% | -$421K | 0.23% | 115 |
|
|
2022
Q1 | $3.48M | Sell |
139,822
-23,066
| -14% | -$574K | 0.28% | 95 |
|
|
2021
Q4 | $4.29M | Buy |
162,888
+28,042
| +21% | +$739K | 0.31% | 83 |
|
|
2021
Q3 | $3.08M | Buy |
134,846
+35,372
| +36% | +$808K | 0.26% | 109 |
|
|
2021
Q2 | $2.28M | Buy |
99,474
+60,432
| +155% | +$1.38M | 0.2% | 134 |
|
|
2021
Q1 | $802K | Buy |
39,042
+20,826
| +114% | +$428K | 0.09% | 244 |
|
|
2020
Q4 | $346K | Sell |
18,216
-12,482
| -41% | -$237K | 0.05% | 298 |
|
|
2020
Q3 | $543K | Sell |
30,698
-1,544
| -5% | -$27.3K | 0.13% | 173 |
|
|
2020
Q2 | $568K | Buy |
32,242
+6,500
| +25% | +$115K | 0.17% | 128 |
|
|
2020
Q1 | $421K | Sell |
25,742
-85,890
| -77% | -$1.4M | 0.3% | 82 |
|
|
2019
Q4 | $2.57M | Sell |
111,632
-14,220
| -11% | -$327K | 1.45% | 14 |
|
|
2019
Q3 | $2.97M | Sell |
125,852
-11,254
| -8% | -$265K | 1.14% | 18 |
|
|
2019
Q2 | $3.05M | Buy |
137,106
+61,532
| +81% | +$1.37M | 1.22% | 19 |
|
|
2019
Q1 | $1.68M | Buy |
75,574
+24,322
| +47% | +$540K | 0.91% | 23 |
|
|
2018
Q4 | $987K | Buy |
+51,252
| New | +$987K | 0.66% | 40 |
|