Schwab Strategic Tr us lrg cap etf shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions 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 Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $8.0M | 343k | 23.18 |
| 2024-09-30 | $5.5M | 81k | 67.85 |
| 2024-06-30 | $4.5M | 69k | 64.46 |
| 2024-03-31 | $4.5M | 73k | 62.06 |
| 2023-12-31 | $4.0M | 71k | 56.40 |
| 2023-09-30 | $3.4M | 67k | 50.60 |
| 2023-06-30 | $3.6M | 68k | 52.37 |
| 2023-03-31 | $3.8M | 79k | 48.37 |
| 2022-12-31 | $6.4M | 142k | 45.15 |
| 2022-09-30 | $8.3M | 197k | 42.37 |
| 2022-06-30 | $989k | 22k | 44.61 |
| 2022-03-31 | $1.2M | 23k | 53.89 |
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