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Schwab Strategic Tr us dividend eq shares owned by Atria Investments

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Atria Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 154k 76.13
2023-09-30 $11M 152k 70.76
2023-06-30 $11M 154k 72.62
2023-03-31 $14M 187k 73.16
2022-12-31 $9.0M 120k 75.54
2022-09-30 $7.8M 118k 66.43
2022-06-30 $5.1M 71k 71.62
2022-03-31 $6.2M 79k 78.89
2021-12-31 $7.3M 90k 80.83
2021-09-30 $6.7M 91k 74.24
2021-06-30 $6.9M 92k 75.62
2021-03-31 $5.4M 74k 72.92
2020-12-31 $4.0M 62k 64.14
2020-09-30 $2.8M 51k 55.29
2019-12-31 $2.2M 37k 57.91
2019-09-30 $1.3M 24k 54.79
2019-06-30 $1.3M 25k 51.81
2019-03-31 $1.2M 22k 52.28
2018-12-31 $476k 10k 47.00
2018-09-30 $400k 7.5k 52.99
2018-06-30 $378k 7.7k 49.29
2018-03-31 $375k 7.7k 48.99
2017-12-31 $8.0M 157k 51.17
2017-09-30 $3.4M 72k 46.80
2016-09-30 $312k 7.4k 42.36
2015-09-30 $5.0M 140k 35.95
2015-06-30 $5.4M 140k 38.29
2015-03-31 $7.0M 179k 39.41
2014-12-31 $7.1M 178k 39.85
2014-09-30 $7.3M 188k 38.56
2014-06-30 $7.5M 195k 38.27
2014-03-31 $8.0M 218k 36.85
2013-12-31 $10M 275k 36.66
2013-09-30 $11M 312k 33.65
2013-06-30 $10M 319k 32.70
2012-09-30 $3.7M 127k 28.75