Charles Schwab Corporation shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.2M | 24k | 91.25 |
| 2025-03-31 | $2.4M | 30k | 78.28 |
| 2024-12-31 | $2.5M | 33k | 74.01 |
| 2024-09-30 | $2.0M | 31k | 64.81 |
| 2024-06-30 | $3.6M | 49k | 73.69 |
| 2024-03-31 | $3.6M | 50k | 72.34 |
| 2023-12-31 | $7.4M | 107k | 68.80 |
| 2023-09-30 | $5.9M | 107k | 54.90 |
| 2023-06-30 | $5.6M | 99k | 56.68 |
| 2023-03-31 | $6.2M | 119k | 52.38 |
| 2022-12-31 | $4.4M | 52k | 83.26 |
| 2022-09-30 | $3.4M | 48k | 71.87 |
| 2022-06-30 | $1.7M | 27k | 63.26 |
| 2022-03-31 | $2.6M | 30k | 84.32 |