Atmos Advisory’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
$1.65K Hold
78
﹤0.01% 20
2025
Q1
$1.68K Buy
78
+11
+16% +$237 ﹤0.01% 20
2024
Q4
$1.41K Hold
67
﹤0.01% 31
2024
Q3
$1.55K Hold
67
﹤0.01% 20
2024
Q2
$1.34K Hold
67
﹤0.01% 20
2024
Q1
$1.36K Hold
67
﹤0.01% 20
2023
Q4
$1.39K Hold
67
﹤0.01% 21
2023
Q3
$1.19K Sell
67
-19
-22% -$337 ﹤0.01% 20
2023
Q2
$1.68K Hold
86
﹤0.01% 20
2023
Q1
$1.68K Sell
86
-237
-73% -$4.62K ﹤0.01% 20
2022
Q4
$6.23K Buy
323
+4
+1% +$77 0.01% 24
2022
Q3
$6K Sell
319
-24
-7% -$451 0.01% 21
2022
Q2
$7K Sell
343
-21
-6% -$429 0.01% 21
2022
Q1
$9K Sell
364
-38
-9% -$940 0.01% 21
2021
Q4
$11K Buy
+402
New +$11K 0.01% 21