Schwab U S Large Cap Growth ETF shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $13M | 441k | 29.31 |
| 2025-03-31 | $23M | 910k | 25.04 |
| 2024-12-31 | $27M | 968k | 27.87 |
| 2024-09-30 | $25M | 238k | 104.18 |
| 2024-06-30 | $26M | 259k | 100.95 |
| 2024-03-31 | $22M | 236k | 92.72 |
| 2023-12-31 | $17M | 200k | 82.98 |
| 2023-09-30 | $13M | 178k | 72.72 |
| 2023-06-30 | $7.2M | 97k | 74.95 |
| 2023-03-31 | $7.7M | 118k | 65.17 |
| 2022-12-31 | $6.5M | 117k | 55.56 |
| 2022-09-30 | $12M | 216k | 55.80 |
| 2022-06-30 | $11M | 196k | 57.98 |
| 2022-03-31 | $19M | 255k | 74.82 |
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