Atmos Advisory’s Schwab US REIT ETF SCHH Stock Holding History

Atmos Advisory’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 Q2	$2.18K	Hold	92	–	–	﹤0.01%	20
2026 Q1	$1.98K	Buy	92 +14	+18%	+$307	﹤0.01%	20
2025 Q4	$1.63K	Hold	78	–	–	﹤0.01%	21
2025 Q3	$1.68K	Hold	78	–	–	﹤0.01%	20
2025 Q2	$1.65K	Hold	78	–	–	﹤0.01%	20
2025 Q1	$1.68K	Buy	78 +11	+16%	+$235	﹤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%	-$366	﹤0.01%	20
2023 Q2	$1.68K	Hold	86	–	–	﹤0.01%	20
2023 Q1	$1.68K	Sell	86 -237	-73%	-$4.75K	﹤0.01%	20
2022 Q4	$6.23K	Buy	323 +4	+1%	+$77	0.01%	24
2022 Q3	$6K	Sell	319 -24	-7%	-$519	0.01%	21
2022 Q2	$7K	Sell	343 -21	-6%	-$483	0.01%	21
2022 Q1	$9K	Sell	364 -38	-9%	-$917	0.01%	21
2021 Q4	$11K	Buy	+402	New	+$9.91K	0.01%	21

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Atmos Advisory's SCHH Position: Q2 2026 in Review

Atmos Advisory held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 92 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #20.

Atmos Advisory first reported a position in SCHH in Q4 2021 and has held it in 19 quarters since. The position peaked at $11K in Q4 2021. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Atmos Advisory held 92 shares of Schwab US REIT ETF worth $2.18K as of Q2 2026.
Atmos Advisory left its Schwab US REIT ETF share count unchanged in Q2 2026.
Schwab US REIT ETF made up ﹤0.01% of Atmos Advisory's portfolio in Q2 2026, its #20 holding.
Atmos Advisory first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 19 quarters since.
Atmos Advisory's Schwab US REIT ETF position peaked at $11K in Q4 2021.
588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Atmos Advisory's 13F filing for Q2 2026, filed 2 Jul 2026.