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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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All positions including Charles Schwab Corporation held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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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
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