Schwab Strategic Tr us aggregate b shares owned by Atria Investments
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Atria Investments
from 13F filings
Historical chart of Atria Investments investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Atria Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 84k | 23.47 |
| 2025-06-30 | $2.5M | 108k | 23.24 |
| 2025-03-31 | $2.5M | 108k | 23.16 |
| 2024-12-31 | $1.6M | 72k | 22.70 |
| 2024-09-30 | $3.0M | 62k | 47.52 |
| 2024-06-30 | $2.9M | 63k | 45.58 |
| 2024-03-31 | $3.3M | 73k | 46.00 |
| 2023-12-31 | $3.2M | 68k | 46.62 |
| 2023-09-30 | $3.4M | 76k | 44.23 |
| 2023-06-30 | $3.1M | 67k | 46.16 |
| 2023-03-31 | $1.7M | 35k | 46.91 |
| 2019-12-31 | $1.6M | 30k | 53.43 |
| 2019-09-30 | $1.6M | 30k | 53.87 |
| 2019-06-30 | $1.7M | 31k | 53.85 |
| 2019-03-31 | $2.3M | 43k | 51.88 |
| 2018-12-31 | $1.8M | 36k | 50.60 |
| 2018-09-30 | $1.9M | 37k | 50.26 |
| 2018-06-30 | $1.7M | 33k | 50.64 |
| 2018-03-31 | $1.9M | 38k | 51.01 |
| 2017-12-31 | $2.2M | 42k | 52.04 |
| 2017-09-30 | $1.5M | 29k | 52.37 |
| 2017-06-30 | $1.4M | 27k | 52.25 |
| 2017-03-31 | $1.2M | 24k | 51.77 |
| 2016-03-31 | $4.7M | 89k | 52.82 |
| 2015-12-31 | $5.6M | 108k | 51.85 |
| 2015-09-30 | $5.6M | 108k | 52.14 |
| 2015-06-30 | $5.3M | 102k | 51.73 |
| 2015-03-31 | $4.5M | 86k | 52.91 |
| 2014-12-31 | $4.3M | 82k | 52.36 |
| 2014-09-30 | $3.3M | 63k | 51.77 |
| 2014-06-30 | $3.3M | 63k | 51.91 |
| 2014-03-31 | $2.2M | 42k | 51.14 |
| 2013-12-31 | $2.3M | 45k | 50.29 |
| 2013-09-30 | $3.2M | 64k | 50.83 |
| 2013-06-30 | $3.5M | 70k | 50.54 |
| 2012-09-30 | $12M | 227k | 52.81 |
| 2012-06-30 | $560k | 11k | 52.37 |
| 2012-03-31 | $529k | 10k | 51.47 |
| 2011-12-31 | $329k | 6.4k | 51.37 |
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