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Atria Wealth Solutions’s Schwab US REIT ETF SCHH Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$459K Buy
21,519
+104
+0.5% +$2.18K 0.01% 960
2025
Q1 		$461K Buy
21,415
+1,056
+5% +$22.6K 0.01% 1243
2024
Q4 		$429K Sell
20,359
-994
-5% -$22.2K ﹤0.01% 1349
2024
Q3 		$495K Buy
21,353
+1,289
+6% +$28.2K 0.01% 1255
2024
Q2 		$401K Buy
20,064
+931
+5% +$18.2K ﹤0.01% 1344
2024
Q1 		$388K Sell
19,133
-2,618
-12% -$52.5K ﹤0.01% 1385
2023
Q4 		$450K Buy
21,751
+2,919
+16% +$54.2K 0.01% 1269
2023
Q3 		$334K Sell
18,832
-55,280
-75% -$1.06M ﹤0.01% 1349
2023
Q2 		$1.45M Buy
74,112
+1,789
+2% +$34.3K 0.02% 694
2023
Q1 		$1.41M Buy
72,323
+458
+0.6% +$9.17K 0.02% 675
2022
Q4 		$1.39M Buy
71,865
+56,833
+378% +$1.09M 0.02% 631
2022
Q3 		$281K Buy
15,032
+23
+0.2% +$498 ﹤0.01% 1342
2022
Q2 		$317K Buy
15,009
+253
+2% +$5.82K 0.01% 1190
2022
Q1 		$367K Buy
+14,756
New +$356K 0.01% 1221

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Atria Wealth Solutions's SCHH Position: Q2 2025 in Review

Atria Wealth Solutions increased its Schwab US REIT ETF (SCHH) stake by 0.49% in Q2 2025, buying an estimated $2.18K and bringing the position to 21,519 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #960.

Atria Wealth Solutions first reported a position in SCHH in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.45M in Q2 2023. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • Atria Wealth Solutions held 21,519 shares of Schwab US REIT ETF worth $459K as of Q2 2025.
  • Atria Wealth Solutions bought 104 Schwab US REIT ETF shares in Q2 2025, an estimated $2.18K.
  • Schwab US REIT ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #960 holding.
  • Atria Wealth Solutions first reported a position in Schwab US REIT ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Schwab US REIT ETF position peaked at $1.45M in Q2 2023.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.