Atria Wealth Solutions’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 | $459K | Buy |
21,519
+104
| +0.5% | +$2.22K | 0.01% | 959 |
|
|
2025
Q1 | $461K | Buy |
21,415
+1,056
| +5% | +$22.7K | 0.01% | 1235 |
|
|
2024
Q4 | $429K | Sell |
20,359
-994
| -5% | -$20.9K | ﹤0.01% | 1330 |
|
|
2024
Q3 | $495K | Buy |
21,353
+1,289
| +6% | +$29.9K | 0.01% | 1247 |
|
|
2024
Q2 | $401K | Buy |
20,064
+931
| +5% | +$18.6K | ﹤0.01% | 1332 |
|
|
2024
Q1 | $388K | Sell |
19,133
-2,618
| -12% | -$53.1K | ﹤0.01% | 1379 |
|
|
2023
Q4 | $450K | Buy |
21,751
+2,919
| +16% | +$60.5K | 0.01% | 1258 |
|
|
2023
Q3 | $334K | Sell |
18,832
-55,280
| -75% | -$981K | ﹤0.01% | 1342 |
|
|
2023
Q2 | $1.45M | Buy |
74,112
+1,789
| +2% | +$34.9K | 0.02% | 691 |
|
|
2023
Q1 | $1.41M | Buy |
72,323
+458
| +0.6% | +$8.93K | 0.02% | 674 |
|
|
2022
Q4 | $1.39M | Buy |
71,865
+56,833
| +378% | +$1.1M | 0.02% | 629 |
|
|
2022
Q3 | $281K | Buy |
15,032
+23
| +0.2% | +$430 | ﹤0.01% | 1334 |
|
|
2022
Q2 | $317K | Buy |
15,009
+253
| +2% | +$5.34K | 0.01% | 1165 |
|
|
2022
Q1 | $367K | Buy |
+14,756
| New | +$367K | 0.01% | 1220 |
|