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Atomi Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Atomi Financial Group’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
Q1 		$483K Sell
22,455
-4,067
-15% -$89.2K 0.01% 728
2025
Q4 		$554K Sell
26,522
-602,350
-96% -$12.8M 0.02% 640
2025
Q3 		$13.6M Buy
+628,872
New +$13.4M 0.44% 46
2024
Q1 		– Sell
-10,130
Closed -$210K – 761
2023
Q4 		$210K Sell
10,130
-207
-2% -$3.85K 0.03% 537
2023
Q3 		$183K Buy
+10,337
New +$199K 0.06% 317

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