Atria Wealth Solutions, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

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 21,519 shares of SCHH stock, worth $455,987. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,519
Previous 21,415 0.49%
Holding current value
$455,987
Previous $460,000 1.09%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$18.94 - $21.67 $1,969 - $2,253
104 Added 0.49%
21,519 $455,000
Q1 2025

May 09, 2025
BUY
$20.2 - $22.24 $21,331 - $23,485
1,056 Added 5.19%
21,415 $460,000
Q4 2024

Jan 31, 2025
SELL
$20.55 - $23.26 $20,426 - $23,120
-994 Reduced 4.66%
20,359 $428,000
Q3 2024

Nov 08, 2024
BUY
$19.78 - $23.53 $25,496 - $30,330
1,289 Added 6.42%
21,353 $494,000
Q2 2024

Jul 22, 2024
BUY
$18.53 - $20.2 $17,251 - $18,806
931 Added 4.87%
20,064 $400,000
Q1 2024

May 13, 2024
SELL
$19.39 - $20.93 $50,763 - $54,794
-2,618 Reduced 12.04%
19,133 $388,000
Q4 2023

Feb 02, 2024
BUY
$16.76 - $20.95 $48,922 - $61,153
2,919 Added 15.5%
21,751 $450,000
Q3 2023

Nov 08, 2023
SELL
$17.52 - $20.27 $968,505 - $1.12 Million
-55,280 Reduced 74.59%
18,832 $334,000
Q2 2023

Aug 03, 2023
BUY
$18.34 - $19.64 $41,209 - $44,131
2,247 Added 3.13%
74,112 $1.45 Million
Q1 2023

Aug 22, 2023
SELL
$18.01 - $21.78 $32,219 - $38,964
-1,789 Reduced 2.41%
72,323 $1.41 Million
Q1 2023

Jun 14, 2023
SELL
$18.01 - $21.78 $8,248 - $9,975
-458 Reduced 0.63%
71,865 $1.4 Million
Q1 2023

May 10, 2023
BUY
$18.01 - $21.78 $8,248 - $9,975
458 Added 0.64%
72,323 $1.41 Million
Q4 2022

Aug 30, 2023
SELL
$17.68 - $20.46 $39,726 - $45,973
-2,247 Reduced 3.03%
71,865 $1.39 Million
Q4 2022

Feb 13, 2023
BUY
$17.68 - $20.46 $1 Million - $1.16 Million
56,833 Added 378.08%
71,865 $1.39 Million
Q3 2022

Nov 14, 2022
BUY
$18.45 - $23.6 $424 - $542
23 Added 0.15%
15,032 $281,000
Q2 2022

Aug 15, 2022
BUY
$20.18 - $25.97 $5,105 - $6,570
253 Added 1.71%
15,009 $317,000
Q1 2022

May 16, 2022
BUY
$22.75 - $26.16 $335,699 - $386,016
14,756 New
14,756 $367,000

Others Institutions Holding SCHH

# of Institutions
577
Shares Held
178M
Call Options Held
59.3K
Put Options Held
15.1K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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