Schwab Strategic Tr sht tm us tres shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Schwab Strategic Tr sht tm us tres
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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.3M | 52k | 24.24 |
| 2025-03-31 | $1.9M | 80k | 24.34 |
| 2024-12-31 | $4.8M | 199k | 24.06 |
| 2024-09-30 | $2.1M | 42k | 48.98 |
| 2024-06-30 | $2.2M | 45k | 48.13 |
| 2024-03-31 | $1.4M | 28k | 48.21 |
| 2023-12-31 | $3.7M | 77k | 48.45 |
| 2023-09-30 | $4.8M | 100k | 47.89 |
| 2023-06-30 | $10M | 215k | 48.06 |
| 2023-03-31 | $1.3M | 26k | 48.79 |
| 2022-12-31 | $495k | 10k | 48.24 |
| 2022-09-30 | $1.9M | 40k | 48.26 |
| 2022-06-30 | $2.3M | 47k | 49.19 |
| 2022-03-31 | $1.0M | 21k | 49.61 |
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