Stratos Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Stratos Wealth Advisors’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 Q1	–	Sell	-162,591	Closed	-$3.4M	–	668
2025 Q4	$3.4M	Sell	162,591 -12,138	-7%	-$257K	0.16%	138
2025 Q3	$3.77M	Sell	174,729 -2,420	-1%	-$51.6K	0.18%	129
2025 Q2	$3.75M	Sell	177,149 -82,088	-32%	-$1.72M	0.2%	125
2025 Q1	$5.58M	Sell	259,237 -12,224	-5%	-$261K	0.3%	77
2024 Q4	$5.72M	Sell	271,461 -7,552	-3%	-$169K	0.27%	90
2024 Q3	$6.46M	Buy	279,013 +16,106	+6%	+$352K	0.3%	79
2024 Q2	$5.25M	Buy	262,907 +1,202	+0.5%	+$23.4K	0.26%	93
2024 Q1	$5.31M	Buy	261,705 +12,436	+5%	+$249K	0.31%	81
2023 Q4	$5.16M	Buy	249,269 +881	+0.4%	+$16.4K	0.3%	98
2023 Q3	$4.41M	Buy	248,388 +100,138	+68%	+$1.93M	0.29%	98
2023 Q2	$2.9M	Buy	148,250 +3,291	+2%	+$63.1K	0.21%	134
2023 Q1	$2.83M	Buy	144,959 +13,322	+10%	+$267K	0.22%	132
2022 Q4	$2.54M	Sell	131,637 -12,491	-9%	-$240K	0.21%	136
2022 Q3	$2.69M	Buy	144,128 +24,284	+20%	+$525K	0.28%	100
2022 Q2	$2.53M	Sell	119,844 -19,978	-14%	-$460K	0.23%	115
2022 Q1	$3.48M	Sell	139,822 -23,066	-14%	-$557K	0.28%	95
2021 Q4	$4.29M	Buy	162,888 +28,042	+21%	+$691K	0.31%	83
2021 Q3	$3.08M	Buy	134,846 +35,372	+36%	+$843K	0.26%	109
2021 Q2	$2.28M	Buy	99,474 +60,432	+155%	+$1.34M	0.2%	134
2021 Q1	$802K	Buy	39,042 +20,826	+114%	+$407K	0.09%	244
2020 Q4	$346K	Sell	18,216 -12,482	-41%	-$231K	0.05%	298
2020 Q3	$543K	Sell	30,698 -1,544	-5%	-$27.8K	0.13%	173
2020 Q2	$568K	Buy	32,242 +6,500	+25%	+$113K	0.17%	128
2020 Q1	$421K	Sell	25,742 -85,890	-77%	-$1.83M	0.3%	82
2019 Q4	$2.56M	Sell	111,632 -14,220	-11%	-$331K	1.45%	14
2019 Q3	$2.97M	Sell	125,852 -11,254	-8%	-$258K	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%	+$516K	0.91%	23
2018 Q4	$987K	Buy	+51,252	New	+$1.05M	0.66%	40