Atria Wealth Solutions, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 21,353 shares of SCHH stock, worth $455,459. This represents 0.01% of its overall portfolio holdings.

Number of Shares

21,353

Previous 20,064 6.42%

Holding current value

$455,459

Previous $400,000 23.5%

% of portfolio

0.01%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$19.78 - $23.53 $25,496 - $30,330	1,289 Added 6.42%	21,353 $494,000
Q2 2024 Jul 22, 2024	BUY	$18.53 - $20.2 $17,251 - $18,806	931 Added 4.87%	20,064 $400,000
Q1 2024 May 13, 2024	SELL	$19.39 - $20.93 $50,763 - $54,794	-2,618 Reduced 12.04%	19,133 $388,000
Q4 2023 Feb 02, 2024	BUY	$16.76 - $20.95 $48,922 - $61,153	2,919 Added 15.5%	21,751 $450,000
Q3 2023 Nov 08, 2023	SELL	$17.52 - $20.27 $968,505 - $1.12 Million	-55,280 Reduced 74.59%	18,832 $334,000
Q2 2023 Aug 03, 2023	BUY	$18.34 - $19.64 $41,209 - $44,131	2,247 Added 3.13%	74,112 $1.45 Million
Q1 2023 Aug 22, 2023	SELL	$18.01 - $21.78 $32,219 - $38,964	-1,789 Reduced 2.41%	72,323 $1.41 Million
Q1 2023 Jun 14, 2023	SELL	$18.01 - $21.78 $8,248 - $9,975	-458 Reduced 0.63%	71,865 $1.4 Million
Q1 2023 May 10, 2023	BUY	$18.01 - $21.78 $8,248 - $9,975	458 Added 0.64%	72,323 $1.41 Million
Q4 2022 Aug 30, 2023	SELL	$17.68 - $20.46 $39,726 - $45,973	-2,247 Reduced 3.03%	71,865 $1.39 Million
Q4 2022 Feb 13, 2023	BUY	$17.68 - $20.46 $1 Million - $1.16 Million	56,833 Added 378.08%	71,865 $1.39 Million
Q3 2022 Nov 14, 2022	BUY	$18.45 - $23.6 $424 - $542	23 Added 0.15%	15,032 $281,000
Q2 2022 Aug 15, 2022	BUY	$20.18 - $25.97 $5,105 - $6,570	253 Added 1.71%	15,009 $317,000
Q1 2022 May 16, 2022	BUY	$22.75 - $26.16 $335,699 - $386,016	14,756 New	14,756 $367,000

Others Institutions Holding SCHH

# of Institutions

532

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Schwab Strategic U.S. Reit ETF Transaction History