Atomi Financial Group’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
2024
Q1
Sell
-10,130
Closed -$210K 760
2023
Q4
$210K Sell
10,130
-207
-2% -$4.29K 0.03% 537
2023
Q3
$183K Buy
+10,337
New +$183K 0.06% 317