Atticus Wealth Management’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 | $1.83K | Buy |
87
+1
| +1% | +$21 | ﹤0.01% | 570 |
|
|
2025
Q1 | $1.85K | Buy |
86
+1
| +1% | +$21 | ﹤0.01% | 453 |
|
|
2024
Q4 | $1.8K | Hold |
85
| – | – | ﹤0.01% | 474 |
|
|
2024
Q3 | $1.96K | Sell |
85
-10
| -11% | -$230 | ﹤0.01% | 467 |
|
|
2024
Q2 | $1.9K | Sell |
95
-53
| -36% | -$1.06K | ﹤0.01% | 464 |
|
|
2024
Q1 | $3.01K | Buy |
148
+1
| +0.7% | +$20 | ﹤0.01% | 464 |
|
|
2023
Q4 | $3.05K | Buy |
147
+1
| +0.7% | +$21 | ﹤0.01% | 462 |
|
|
2023
Q3 | $2.59K | Buy |
146
+2
| +1% | +$35 | ﹤0.01% | 484 |
|
|
2023
Q2 | $2.82K | Buy |
144
+1
| +0.7% | +$20 | ﹤0.01% | 472 |
|
|
2023
Q1 | $2.79K | Buy |
143
+1
| +0.7% | +$20 | ﹤0.01% | 458 |
|
|
2022
Q4 | $2.74K | Buy |
142
+2
| +1% | +$39 | ﹤0.01% | 449 |
|
|
2022
Q3 | $3K | Hold |
140
| – | – | ﹤0.01% | 479 |
|
|
2022
Q2 | $3K | Buy |
140
+1
| +0.7% | +$21 | ﹤0.01% | 512 |
|
|
2022
Q1 | $3K | Sell |
139
-1
| -0.7% | -$22 | ﹤0.01% | 507 |
|
|
2021
Q4 | $4K | Buy |
140
+2
| +1% | +$57 | ﹤0.01% | 400 |
|
|
2021
Q3 | $3K | Buy |
138
+16
| +13% | +$348 | ﹤0.01% | 377 |
|
|
2021
Q2 | $3K | Hold |
122
| – | – | ﹤0.01% | 344 |
|
|
2021
Q1 | $2K | Sell |
122
-984
| -89% | -$16.1K | ﹤0.01% | 320 |
|
|
2020
Q4 | $21K | Buy |
1,106
+138
| +14% | +$2.62K | 0.01% | 260 |
|
|
2020
Q3 | $17K | Buy |
968
+8
| +0.8% | +$140 | 0.01% | 232 |
|
|
2020
Q2 | $17K | Buy |
960
+204
| +27% | +$3.61K | 0.01% | 221 |
|
|
2020
Q1 | $12K | Sell |
756
-400
| -35% | -$6.35K | 0.01% | 224 |
|
|
2019
Q4 | $27K | Buy |
+1,156
| New | +$27K | 0.02% | 206 |
|