Atria Investments’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 | $443K | Buy |
20,915
+60
| +0.3% | +$1.27K | 0.01% | 1489 |
|
|
2025
Q1 | $449K | Buy |
20,855
+508
| +2% | +$10.9K | 0.01% | 1409 |
|
|
2024
Q4 | $429K | Sell |
20,347
-337
| -2% | -$7.1K | 0.01% | 1404 |
|
|
2024
Q3 | $479K | Buy |
20,684
+3,625
| +21% | +$84K | 0.01% | 1342 |
|
|
2024
Q2 | $341K | Buy |
+17,059
| New | +$341K | ﹤0.01% | 1512 |
|
|
2020
Q1 | – | Sell |
-25,446
| Closed | -$585K | – | 1073 |
|
|
2019
Q4 | $585K | Sell |
25,446
-27,046
| -52% | -$622K | 0.02% | 726 |
|
|
2019
Q3 | $1.24M | Sell |
52,492
-2,794
| -5% | -$65.9K | 0.04% | 357 |
|
|
2019
Q2 | $1.25M | Sell |
55,286
-3,722
| -6% | -$84.4K | 0.05% | 345 |
|
|
2019
Q1 | $1.31M | Buy |
59,008
+36,274
| +160% | +$806K | 0.06% | 287 |
|
|
2018
Q4 | $438K | Sell |
22,734
-95,840
| -81% | -$1.85M | 0.02% | 549 |
|
|
2018
Q3 | $2.47M | Buy |
118,574
+47,486
| +67% | +$991K | 0.1% | 187 |
|
|
2018
Q2 | $1.49M | Buy |
+71,088
| New | +$1.49M | 0.07% | 289 |
|
|
2016
Q2 | – | Sell |
-10,670
| Closed | -$221K | – | 500 |
|
|
2016
Q1 | $221K | Sell |
10,670
-10,902
| -51% | -$226K | 0.03% | 399 |
|
|
2015
Q4 | $415K | Sell |
21,572
-854
| -4% | -$16.4K | 0.05% | 255 |
|
|
2015
Q3 | $417K | Sell |
22,426
-258,672
| -92% | -$4.81M | 0.06% | 218 |
|
|
2015
Q2 | $5.11M | Buy |
281,098
+23,666
| +9% | +$430K | 0.6% | 29 |
|
|
2015
Q1 | $5.22M | Sell |
257,432
-7,710
| -3% | -$156K | 0.59% | 28 |
|
|
2014
Q4 | $5.16M | Sell |
265,142
-19,778
| -7% | -$385K | 0.55% | 29 |
|
|
2014
Q3 | $4.85M | Sell |
284,920
-8,340
| -3% | -$142K | 0.5% | 34 |
|
|
2014
Q2 | $5.19M | Sell |
293,260
-33,230
| -10% | -$588K | 0.52% | 35 |
|
|
2014
Q1 | $5.41M | Sell |
326,490
-14,298
| -4% | -$237K | 0.55% | 31 |
|
|
2013
Q4 | $5.15M | Sell |
340,788
-9,608
| -3% | -$145K | 0.51% | 37 |
|
|
2013
Q3 | $5.41M | Buy |
350,396
+20,738
| +6% | +$320K | 0.56% | 35 |
|
|
2013
Q2 | $5.29M | Buy |
+329,658
| New | +$5.29M | 0.64% | 31 |
|