Schwab Strategic Tr 0 shares owned by Atria Investments
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Atria Investments
from 13F filings
Historical chart of Atria Investments investment in Schwab Strategic Tr 0
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr 0 held by Atria Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr 0 by Atria Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $8.4M | 318k | 26.50 |
| 2026-03-31 | $1.6M | 58k | 26.61 |
| 2025-12-31 | $5.3M | 199k | 26.49 |
| 2025-09-30 | $4.4M | 164k | 26.95 |
| 2025-06-30 | $4.0M | 151k | 26.68 |
| 2025-03-31 | $3.7M | 138k | 26.89 |
| 2024-12-31 | $3.2M | 124k | 25.83 |
| 2024-09-30 | $5.0M | 92k | 53.63 |
| 2024-06-30 | $4.9M | 94k | 52.01 |
| 2024-03-31 | $2.7M | 51k | 52.16 |
| 2023-12-31 | $2.9M | 55k | 52.20 |
| 2023-09-30 | $3.3M | 66k | 50.49 |
| 2023-06-30 | $3.4M | 65k | 52.43 |
| 2023-03-31 | $4.9M | 91k | 53.61 |
| 2022-12-31 | $6.2M | 120k | 51.79 |
| 2022-09-30 | $5.3M | 102k | 51.80 |
| 2022-06-30 | $4.9M | 88k | 55.80 |
| 2022-03-31 | $4.6M | 77k | 60.70 |
| 2021-12-31 | $4.3M | 68k | 62.88 |
| 2021-09-30 | $2.1M | 34k | 62.58 |
| 2021-06-30 | $1.5M | 24k | 62.49 |
| 2021-03-31 | $1.4M | 22k | 61.14 |
| 2020-12-31 | $8.7M | 140k | 62.08 |
| 2020-09-30 | $9.6M | 156k | 61.63 |
| 2020-06-30 | $9.9M | 165k | 60.02 |
| 2019-12-31 | $1.9M | 33k | 56.64 |
| 2019-09-30 | $1.9M | 33k | 56.77 |
| 2019-06-30 | $281k | 15k | 18.81 |
| 2019-03-31 | $1.8M | 33k | 55.00 |
| 2018-12-31 | $1.3M | 24k | 53.23 |
| 2018-09-30 | $1.2M | 22k | 53.96 |
| 2018-06-30 | $814k | 15k | 54.94 |
| 2018-03-31 | $1.2M | 22k | 54.87 |
| 2017-12-31 | $1.4M | 25k | 55.44 |
| 2017-09-30 | $1.2M | 22k | 55.27 |
| 2017-06-30 | $1.3M | 23k | 55.06 |
| 2015-09-30 | $853 | 46 | 18.57 |
| 2013-09-30 | $225k | 4.2k | 54.07 |
| 2013-06-30 | $337k | 6.3k | 53.80 |
| 2012-09-30 | $8.9M | 153k | 58.37 |