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
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Atria Wealth Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 | $4.3M | 52k | 83.26 |
2022-09-30 | $2.7M | 37k | 71.94 |
2022-06-30 | $1.7M | 27k | 63.26 |
2022-03-31 | $2.6M | 30k | 84.32 |