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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
Q2 		$477K Sell
20,156
-2,299
-10% -$53.6K 0.01% 794
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

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
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

Atomi Financial Group's SCHH Position: Q2 2026 in Review

Atomi Financial Group reduced its Schwab US REIT ETF (SCHH) stake by 10% in Q2 2026, selling an estimated $53.6K and leaving 20,156 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #794.

Atomi Financial Group first reported a position in SCHH in Q3 2023 and has held it in 6 quarters since. The position peaked at $13.6M in Q3 2025. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Atomi Financial Group held 20,156 shares of Schwab US REIT ETF worth $477K as of Q2 2026.
  • Atomi Financial Group sold 2,299 Schwab US REIT ETF shares in Q2 2026, an estimated $53.6K.
  • Schwab US REIT ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #794 holding.
  • Atomi Financial Group first reported a position in Schwab US REIT ETF in Q3 2023 and has held it in 6 quarters since.
  • Atomi Financial Group's Schwab US REIT ETF position peaked at $13.6M in Q3 2025.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.