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
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us aggregate b held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 | 45.29 |
| 2022-06-30 | $7.7M | 161k | 47.88 |
| 2022-03-31 | $8.3M | 165k | 50.58 |
Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b