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 Q3	$601K	Buy	27,283 +1,189	+5%	+$28.2K	0.01%	1439
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

CST

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

FFP

Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Atria Investments's SCHH Position: Q3 2026 in Review

Atria Investments increased its Schwab US REIT ETF (SCHH) stake by 4.6% in Q3 2026, buying an estimated $28.2K and bringing the position to 27,283 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #1439.

Atria Investments first reported a position in SCHH in Q2 2013 and has held it in 29 quarters since. The position peaked at $5.41M in Q3 2013. 79 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

Atria Investments held 27,283 shares of Schwab US REIT ETF worth $601K as of Q3 2026.
Atria Investments bought 1,189 Schwab US REIT ETF shares in Q3 2026, an estimated $28.2K.
Schwab US REIT ETF made up 0.01% of Atria Investments's portfolio in Q3 2026, its #1439 holding.
Atria Investments first reported a position in Schwab US REIT ETF in Q2 2013 and has held it in 29 quarters since.
Atria Investments's Schwab US REIT ETF position peaked at $5.41M in Q3 2013.
79 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.