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Atria Investments’s Schwab US REIT ETF SCHH Stock Holding History

Atria Investments’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$618K Buy
26,094
+13,323
+104% +$311K 0.01% 1397
2026
Q1 		$274K Buy
12,771
+198
+2% +$4.34K ﹤0.01% 1810
2025
Q4 		$263K Sell
12,573
-14,811
-54% -$314K ﹤0.01% 1818
2025
Q3 		$591K Buy
27,384
+6,469
+31% +$138K 0.01% 1337
2025
Q2 		$443K Buy
20,915
+60
+0.3% +$1.26K 0.01% 1489
2025
Q1 		$449K Buy
20,855
+508
+2% +$10.9K 0.01% 1409
2024
Q4 		$429K Sell
20,347
-337
-2% -$7.53K 0.01% 1404
2024
Q3 		$479K Buy
20,684
+3,625
+21% +$79.3K 0.01% 1342
2024
Q2 		$341K Buy
+17,059
New +$333K ﹤0.01% 1512
2020
Q1 		– Sell
-25,446
Closed -$585K – 1073
2019
Q4 		$585K Sell
25,446
-27,046
-52% -$630K 0.02% 726
2019
Q3 		$1.24M Sell
52,492
-2,794
-5% -$64.1K 0.04% 357
2019
Q2 		$1.25M Sell
55,286
-3,722
-6% -$83.1K 0.05% 345
2019
Q1 		$1.31M Buy
59,008
+36,274
+160% +$770K 0.06% 287
2018
Q4 		$438K Sell
22,734
-95,840
-81% -$1.96M 0.02% 549
2018
Q3 		$2.47M Buy
118,574
+47,486
+67% +$1M 0.1% 187
2018
Q2 		$1.49M Buy
+71,088
New +$1.41M 0.07% 289
2016
Q2 		– Sell
-10,670
Closed -$221K – 500
2016
Q1 		$221K Sell
10,670
-10,902
-51% -$210K 0.03% 399
2015
Q4 		$415K Sell
21,572
-854
-4% -$16.7K 0.05% 255
2015
Q3 		$417K Sell
22,426
-258,672
-92% -$4.85M 0.06% 218
2015
Q2 		$5.11M Buy
281,098
+23,666
+9% +$456K 0.6% 29
2015
Q1 		$5.22M Sell
257,432
-7,710
-3% -$157K 0.59% 28
2014
Q4 		$5.16M Sell
265,142
-19,778
-7% -$371K 0.55% 29
2014
Q3 		$4.85M Sell
284,920
-8,340
-3% -$149K 0.5% 34
2014
Q2 		$5.19M Sell
293,260
-33,230
-10% -$576K 0.52% 35
2014
Q1 		$5.41M Sell
326,490
-14,298
-4% -$229K 0.55% 31
2013
Q4 		$5.15M Sell
340,788
-9,608
-3% -$150K 0.51% 37
2013
Q3 		$5.41M Buy
350,396
+20,738
+6% +$328K 0.56% 35
2013
Q2 		$5.29M Buy
+329,658
New +$5.55M 0.64% 31

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Atria Investments's SCHH Position: Q2 2026 in Review

Atria Investments increased its Schwab US REIT ETF (SCHH) stake by 104% in Q2 2026, buying an estimated $311K and bringing the position to 26,094 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #1397.

Atria Investments first reported a position in SCHH in Q2 2013 and has held it in 28 quarters since. The position peaked at $5.41M in Q3 2013. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Atria Investments held 26,094 shares of Schwab US REIT ETF worth $618K as of Q2 2026.
  • Atria Investments bought 13,323 Schwab US REIT ETF shares in Q2 2026, an estimated $311K.
  • Schwab US REIT ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1397 holding.
  • Atria Investments first reported a position in Schwab US REIT ETF in Q2 2013 and has held it in 28 quarters since.
  • Atria Investments's Schwab US REIT ETF position peaked at $5.41M in Q3 2013.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.