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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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
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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 |
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