Atlas Capital 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 | $1.05M | Sell |
49,519
-56,696
| -53% | -$1.2M | 0.13% | 141 |
|
|
2025
Q1 | $2.28M | Buy |
106,215
+30,496
| +40% | +$656K | 0.29% | 74 |
|
|
2024
Q4 | $1.59M | Sell |
75,719
-79,496
| -51% | -$1.67M | 0.2% | 90 |
|
|
2024
Q3 | $3.6M | Buy |
155,215
+77,412
| +99% | +$1.79M | 0.55% | 42 |
|
|
2024
Q2 | $1.55M | Sell |
77,803
-16,820
| -18% | -$336K | 0.2% | 93 |
|
|
2024
Q1 | $1.92M | Buy |
94,623
+37,527
| +66% | +$762K | 0.3% | 70 |
|
|
2023
Q4 | $1.18M | Sell |
57,096
-6,965
| -11% | -$144K | 0.17% | 99 |
|
|
2023
Q3 | $1.14M | Buy |
64,061
+4,726
| +8% | +$83.9K | 0.19% | 96 |
|
|
2023
Q2 | $1.16M | Sell |
59,335
-12,810
| -18% | -$250K | 0.18% | 99 |
|
|
2023
Q1 | $1.41M | Sell |
72,145
-505
| -0.7% | -$9.85K | 0.22% | 82 |
|
|
2022
Q4 | $1.4M | Sell |
72,650
-11,228
| -13% | -$217K | 0.24% | 84 |
|
|
2022
Q3 | $1.57M | Buy |
83,878
+15,376
| +22% | +$287K | 0.29% | 68 |
|
|
2022
Q2 | $1.44M | Sell |
68,502
-39,846
| -37% | -$840K | 0.24% | 81 |
|
|
2022
Q1 | $2.7M | Sell |
108,348
-18,226
| -14% | -$454K | 0.42% | 50 |
|
|
2021
Q4 | $3.33M | Sell |
126,574
-7,800
| -6% | -$205K | 0.5% | 46 |
|
|
2021
Q3 | $3.07M | Buy |
134,374
+46,998
| +54% | +$1.07M | 0.49% | 47 |
|
|
2021
Q2 | $2M | Buy |
87,376
+27,718
| +46% | +$635K | 0.34% | 67 |
|
|
2021
Q1 | $1.23M | Buy |
59,658
+53,592
| +883% | +$1.1M | 0.24% | 90 |
|
|
2020
Q4 | $115K | Buy |
+6,066
| New | +$115K | 0.02% | 377 |
|
|
2020
Q3 | – | Sell |
-13,476
| Closed | -$237K | – | 536 |
|
|
2020
Q2 | $237K | Buy |
+13,476
| New | +$237K | 0.06% | 280 |
|
|
2020
Q1 | – | Sell |
-48,520
| Closed | -$1.11M | – | 703 |
|
|
2019
Q4 | $1.11M | Sell |
48,520
-5,056
| -9% | -$116K | 0.28% | 92 |
|
|
2019
Q3 | $1.26M | Buy |
53,576
+6,872
| +15% | +$162K | 0.38% | 73 |
|
|
2019
Q2 | $1.04M | Buy |
46,704
+12,626
| +37% | +$281K | 0.34% | 77 |
|
|
2019
Q1 | $757K | Buy |
34,078
+2,654
| +8% | +$59K | 0.27% | 105 |
|
|
2018
Q4 | $605K | Buy |
31,424
+16,152
| +106% | +$311K | 0.24% | 113 |
|
|
2018
Q3 | $312K | Buy |
+15,272
| New | +$312K | 0.1% | 237 |
|