Schwab Strategic Tr us lrg cap etf shares owned by Atria Investments
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Atria Investments
from 13F filings
Historical chart of Atria Investments investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Atria Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.9M | 116k | 67.85 |
| 2024-06-30 | $7.3M | 114k | 64.25 |
| 2024-03-31 | $5.5M | 88k | 62.06 |
| 2023-12-31 | $3.2M | 57k | 56.40 |
| 2023-09-30 | $3.0M | 60k | 50.60 |
| 2023-06-30 | $3.1M | 60k | 52.37 |
| 2023-03-31 | $3.9M | 81k | 48.37 |
| 2022-12-31 | $3.8M | 83k | 45.15 |
| 2022-09-30 | $3.4M | 81k | 42.35 |
| 2022-06-30 | $9.1M | 204k | 44.66 |
| 2022-03-31 | $20M | 374k | 53.85 |
| 2021-12-31 | $21M | 182k | 113.82 |
| 2021-09-30 | $11M | 110k | 104.03 |
| 2021-06-30 | $11M | 109k | 103.97 |
| 2021-03-31 | $16M | 169k | 96.03 |
| 2020-12-31 | $2.8M | 31k | 90.96 |
| 2020-09-30 | $2.6M | 32k | 80.64 |
| 2020-06-30 | $2.4M | 32k | 74.10 |
| 2019-12-31 | $2.3M | 29k | 76.80 |
| 2019-09-30 | $1.7M | 25k | 70.92 |
| 2019-06-30 | $1.8M | 26k | 68.89 |
| 2019-03-31 | $1.7M | 25k | 67.59 |
| 2018-12-31 | $1.4M | 24k | 59.71 |
| 2018-09-30 | $1.7M | 24k | 69.57 |
| 2018-06-30 | $1.2M | 18k | 64.97 |
| 2018-03-31 | $1.4M | 22k | 63.09 |
| 2017-12-31 | $1.5M | 23k | 63.76 |
| 2017-09-30 | $1.1M | 18k | 60.04 |
| 2017-06-30 | $1.1M | 19k | 57.76 |
| 2017-03-31 | $627k | 11k | 56.30 |
| 2016-09-30 | $207k | 4.0k | 51.66 |
| 2015-09-30 | $564k | 12k | 45.77 |
| 2015-06-30 | $346k | 7.0k | 49.35 |
| 2015-03-31 | $366k | 7.4k | 49.61 |
| 2014-12-31 | $360k | 7.3k | 49.01 |
| 2014-09-30 | $371k | 7.9k | 47.02 |
| 2014-06-30 | $393k | 8.4k | 46.84 |
| 2014-03-31 | $383k | 8.6k | 44.67 |
| 2013-12-31 | $571k | 13k | 44.08 |
| 2013-09-30 | $405k | 10k | 40.16 |
| 2013-06-30 | $455k | 12k | 38.20 |
| 2012-09-30 | $386k | 11k | 34.20 |
| 2012-06-30 | $377k | 12k | 32.31 |
| 2012-03-31 | $385k | 12k | 33.47 |
| 2011-12-31 | $212k | 7.9k | 26.87 |
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