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 $49.2B AUM 14.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return