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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
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

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Oneascent Large (OALC)
Visa Com Cl A (V)

View all positions for Atria Investments

Top funds holding Schwab Emerging Markets Equity ETF

Charles Schwab Investment Advisory
Creative Planning
Charles Schwab Investment Management
HPM Partners
HighTower Advisors
SageView Advisory Group
Mather Group
Mercer Global Advisors
Wealth Enhancement Advisory Services
Heartwood Wealth Advisors
Rebalance
Orgel Wealth Management
Krilogy Financial
McAdam
Mariner Wealth Advisors

View all funds holding Schwab Emerging Markets Equity ETF