Schwab 1000 Index Etf etf shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Schwab 1000 Index Etf etf
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Quarterly reported holdings in Schwab 1000 Index Etf etf by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $650k | 12k | 55.29 |
| 2024-06-30 | $643k | 12k | 52.50 |
| 2024-03-31 | $620k | 12k | 50.67 |
| 2023-12-31 | $564k | 12k | 46.07 |
| 2023-09-30 | $526k | 13k | 41.30 |
| 2023-06-30 | $446k | 10k | 42.79 |
| 2023-03-31 | $422k | 11k | 39.55 |
| 2022-12-31 | $394k | 11k | 36.93 |
| 2022-09-30 | $381k | 11k | 34.64 |
| 2022-06-30 | $438k | 12k | 36.50 |
| 2022-03-31 | $528k | 12k | 44.00 |