SWP
SCHH icon

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

Stratos Wealth Partners’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
2025
Q4 		– Sell
-38,373
Closed -$828K – 1653
2025
Q3 		$828K Buy
+38,373
New +$818K 0.01% 817
2024
Q4 		– Sell
-9,696
Closed -$225K – 1529
2024
Q3 		$225K Buy
+9,696
New +$212K ﹤0.01% 1286
2018
Q4 		– Sell
-5,816
Closed -$121K – 2193
2018
Q3 		$121K Buy
+5,816
New +$123K 0.01% 1039
2018
Q2 		– Sell
-9,916
Closed -$190K – 2274
2018
Q1 		$190K Buy
9,916
+4,472
+82% +$86.2K 0.01% 925
2017
Q4 		$113K Buy
+5,444
New +$113K 0.01% 1121
2017
Q1 		– Sell
-24,046
Closed -$493K – 850
2016
Q4 		$493K Buy
24,046
+7,386
+44% +$148K 0.03% 392
2016
Q3 		$355K Buy
+16,660
New +$365K 0.02% 439

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