Schwab Strategic Tr intrm trm shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $656k | 26k | 24.88 |
| 2025-03-31 | $1.0M | 41k | 24.86 |
| 2024-12-31 | $763k | 31k | 24.29 |
| 2024-09-30 | $769k | 15k | 50.60 |
| 2024-06-30 | $496k | 10k | 48.77 |
| 2024-03-31 | $487k | 9.9k | 49.05 |
| 2023-12-31 | $1.2M | 24k | 49.72 |
| 2023-09-30 | $813k | 17k | 47.94 |
| 2023-06-30 | $1.7M | 34k | 49.28 |
| 2023-03-31 | $1.4M | 28k | 50.43 |
| 2022-12-31 | $1.7M | 34k | 49.23 |
| 2022-09-30 | $1.2M | 25k | 49.14 |
| 2022-06-30 | $803k | 16k | 51.57 |
| 2022-03-31 | $784k | 15k | 53.22 |
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