SCHWAB STRATEGIC TR

Ticker: SCHI CUSIP: 808524698 Class: 5 10YR CORP BD

Atria Investments, Inc's Holding History (CIK: 0001535865)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 46,395 Value ($000) $1,071 Avg Close — Range —
Q2 2025
Shares 111,243 Value ($000) $2,532 Avg Close — Range —
Q1 2025
Shares 130,669 Value ($000) $2,935 Avg Close — Range —
Q4 2024
Shares 131,345 Value ($000) $2,899 Avg Close — Range —
Q3 2024
Shares 17,699 Value ($000) $817 Avg Close — Range —
Q2 2024
Shares 5,838 Value ($000) $257 Avg Close — Range —