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Schwab Emerging Markets Equity ETF shares owned by Atria Investments

Quarter-by-quarter ownership of Schwab Emerging Markets Equity ETF (SCHE) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Schwab Emerging Markets Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab Emerging Markets Equity ETF held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Emerging Markets Equity ETF by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 214k 29.18
2024-06-30 $5.5M 209k 26.56
2024-03-31 $5.2M 206k 25.25
2023-12-31 $5.1M 205k 24.79
2023-09-30 $4.5M 189k 23.94
2023-06-30 $4.5M 183k 24.63
2023-03-31 $8.5M 345k 24.52
2022-12-31 $8.5M 358k 23.67
2022-09-30 $7.6M 337k 22.40
2022-06-30 $11M 440k 25.38
2022-03-31 $9.0M 323k 27.77
2021-12-31 $9.5M 321k 29.62
2021-09-30 $4.7M 153k 30.48
2021-06-30 $4.7M 144k 32.88
2021-03-31 $3.8M 121k 31.78
2020-12-31 $4.8M 158k 30.65
2020-09-30 $4.2M 158k 26.76
2020-06-30 $3.5M 146k 24.35
2019-12-31 $899k 33k 27.36
2019-09-30 $612k 24k 25.14
2019-06-30 $1.7M 23k 75.01
2019-03-31 $7.1M 274k 26.01
2018-12-31 $7.2M 308k 23.53
2018-09-30 $701k 27k 25.70
2018-06-30 $3.1M 119k 25.89
2018-03-31 $11M 384k 28.70
2017-12-31 $5.2M 186k 27.94
2017-09-30 $6.9M 255k 26.91
2017-06-30 $6.2M 248k 24.85
2017-03-31 $5.4M 227k 23.97
2016-12-31 $2.2M 101k 21.56
2016-09-30 $350k 15k 23.09
2016-03-31 $536k 26k 20.75
2015-09-30 $8.7k 176 49.43
2014-09-30 $204k 8.0k 25.36
2014-06-30 $281k 11k 26.04
2012-09-30 $4.0M 158k 25.04

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Schwab Emerging Markets Equity ETF

Creative Planning
Financial Engines Advisors L.L.C
HighTower Advisors
Us Bancorp
SageView Advisory Group
Envestnet Asset Management
Wealth Enhancement Advisory Services
Morgan Stanley
Rebalance
Mather Group
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Orgel Wealth Management
Moneta Group Investment Advisors
Heartwood Wealth Advisors

View all funds holding Schwab Emerging Markets Equity ETF