Atria Investments’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $591K | Buy |
|
|||||
|
2025
Q2 | $443K | Buy |
|
|||||
|
2025
Q1 | $449K | Buy |
|
|||||
|
2024
Q4 | $429K | Sell |
|
|||||
|
2024
Q3 | $479K | Buy |
|
|||||
|
2024
Q2 | $341K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $585K | Sell |
|
|||||
|
2019
Q3 | $1.24M | Sell |
|
|||||
|
2019
Q2 | $1.25M | Sell |
|
|||||
|
2019
Q1 | $1.31M | Buy |
|
|||||
|
2018
Q4 | $438K | Sell |
|
|||||
|
2018
Q3 | $2.47M | Buy |
|
|||||
|
2018
Q2 | $1.49M | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $221K | Sell |
|
|||||
|
2015
Q4 | $415K | Sell |
|
|||||
|
2015
Q3 | $417K | Sell |
|
|||||
|
2015
Q2 | $5.11M | Buy |
|
|||||
|
2015
Q1 | $5.22M | Sell |
|
|||||
|
2014
Q4 | $5.16M | Sell |
|
|||||
|
2014
Q3 | $4.85M | Sell |
|
|||||
|
2014
Q2 | $5.19M | Sell |
|
|||||
|
2014
Q1 | $5.41M | Sell |
|
|||||
|
2013
Q4 | $5.15M | Sell |
|
|||||
|
2013
Q3 | $5.41M | Buy |
|
|||||
|
2013
Q2 | $5.29M | Buy |
|