Atria Wealth Solutions »

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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 $6.4M 115k 55.56
2022-09-30 $14M 245k 55.82
2022-06-30 $11M 196k 57.98
2022-03-31 $19M 255k 74.82