Schwab U S Broad Market ETF shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $5.3M | 221k | 23.95 |
| 2025-03-31 | $6.0M | 280k | 21.53 |
| 2024-12-31 | $6.5M | 287k | 22.70 |
| 2024-09-30 | $4.6M | 69k | 66.52 |
| 2024-06-30 | $4.4M | 69k | 63.07 |
| 2024-03-31 | $5.4M | 89k | 61.05 |
| 2023-12-31 | $5.3M | 95k | 55.67 |
| 2023-09-30 | $3.7M | 73k | 49.85 |
| 2023-06-30 | $5.5M | 106k | 51.70 |
| 2023-03-31 | $4.9M | 103k | 47.85 |
| 2022-12-31 | $4.8M | 108k | 44.81 |
| 2022-09-30 | $6.4M | 153k | 41.99 |
| 2022-06-30 | $6.6M | 149k | 44.19 |
| 2022-03-31 | $8.3M | 155k | 53.39 |