Atria Wealth Solutions’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
Q2 | $459K | Buy |
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|
2025
Q1 | $461K | Buy |
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|
2024
Q4 | $429K | Sell |
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|
2024
Q3 | $495K | Buy |
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|
2024
Q2 | $401K | Buy |
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|
2024
Q1 | $388K | Sell |
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|
2023
Q4 | $450K | Buy |
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|
2023
Q3 | $334K | Sell |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $317K | Buy |
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|
2022
Q1 | $367K | Buy |
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