Atria Investments LLC Schwab Strategic U.S. Reit ETF Transaction History

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024

A detailed history of Atria Investments LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Atria Investments LLC holds 20,347 shares of SCHH stock, worth $436,036. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,347
Previous 20,684 1.63%
Holding current value
$436,036
Previous $479,000 10.65%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$20.55 - $23.26 $6,925 - $7,838
-337 Reduced 1.63%
20,347 $428,000
Q3 2024

Nov 01, 2024
BUY
$19.78 - $23.53 $71,702 - $85,296
3,625 Added 21.25%
20,684 $479,000
Q2 2024

Aug 13, 2024
BUY
$18.53 - $20.2 $316,103 - $344,591
17,059 New
17,059 $340,000
Q1 2020

May 15, 2020
SELL
$13.54 - $24.27 $172,269 - $308,787
-12,723 Closed
0 $0
Q4 2019

Feb 11, 2020
SELL
$22.24 - $24.07 $300,751 - $325,498
-13,523 Reduced 51.52%
12,723 $585,000
Q3 2019

Nov 14, 2019
SELL
$23.18 - $23.61 $32,382 - $32,983
-1,397 Reduced 5.05%
26,246 $1.24 Million
Q2 2019

Aug 26, 2019
BUY
N/A
27,643 New
27,643 $1.25 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-29,504 Closed
0 $0
Q1 2019

May 15, 2019
BUY
N/A
18,137 Added 159.56%
29,504 $1.31 Million
Q4 2018

Feb 12, 2019
SELL
N/A
-47,920 Reduced 80.83%
11,367 $438,000
Q3 2018

Oct 09, 2018
BUY
N/A
23,743 Added 66.8%
59,287 $2.47 Million
Q2 2018

Jul 13, 2018
BUY
N/A
35,544 New
35,544 $1.49 Million

Others Institutions Holding SCHH

# of Institutions
546
Shares Held
184M
Call Options Held
22.2K
Put Options Held
84.6K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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