SCHI — SCHWAB STRATEGIC TR

Ownership history in Atria Investments, Inc  ·  6 quarters on record

This page tracks every 13F SEC filing in which Atria Investments, Inc reported a position in SCHWAB STRATEGIC TR (SCHI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2025 Q1)
Avg. % of fund
0.02%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 46,395 -64,848 -58.3% 0.01% $1.1M $22.52
2025 Q2 REDUCED 111,243 -19,426 -14.9% 0.03% $2.5M $21.93
2025 Q1 REDUCED 130,669 -676 -0.5% 0.04% $2.9M $21.37
2024 Q4 ADDED 131,345 +113,646 +642.1% 0.04% $2.9M $20.81
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHI price (monthly, adj. close)

Other funds also holding SCHI

As of 2025 Q4 — sorted by position size

Caitlin John, LLC 3.75% Kaizen Financial Strategies 3Y 3.53% RiverFront Investment Group, LLC 3Y 7Y 3.19% VAN STRUM & TOWNE INC. 3Y 7Y 3.18% WestHill Financial Advisors, Inc. 3Y 2.6% Bouchey Financial Group Ltd 3Y 7Y 2.46% WT Wealth Management 3Y 2.38% L2 Asset Management, LLC 3Y 2.01% Madden Advisory Services, Inc. 3Y 7Y 1.92% Andina Capital Management, LLC 1.87%
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