Atria Wealth Solutions, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Atria Wealth Solutions, Inc.
- $8.79 Billion
- Q2 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 20,064 shares of SCHH stock, worth $453,446. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20,064
Previous 19,133
4.87%
Holding current value
$453,446
Previous $388,000
3.09%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding SCHH
# of Institutions
499Shares Held
255MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.92 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.19 Billion2.35% of portfolio
-
Us Bancorp \De\27.3MShares$616 Million0.75% of portfolio
-
Creative Planning Overland Park, KS27.3MShares$616 Million0.58% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$174 Million0.15% of portfolio