Schwab Strategic Tr us aggregate b shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.6M | 200k | 23.22 |
| 2025-03-31 | $5.6M | 240k | 23.16 |
| 2024-12-31 | $8.1M | 359k | 22.70 |
| 2024-09-30 | $6.6M | 139k | 47.52 |
| 2024-06-30 | $6.5M | 142k | 45.58 |
| 2024-03-31 | $6.5M | 141k | 46.00 |
| 2023-12-31 | $7.2M | 154k | 46.62 |
| 2023-09-30 | $7.4M | 167k | 44.23 |
| 2023-06-30 | $8.1M | 176k | 46.16 |
| 2023-03-31 | $8.0M | 171k | 46.91 |
| 2022-12-31 | $7.8M | 171k | 45.65 |
| 2022-09-30 | $7.7M | 171k | 45.31 |
| 2022-06-30 | $7.7M | 161k | 47.88 |
| 2022-03-31 | $8.3M | 165k | 50.58 |
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