SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 402,093 Value ($000) $11,029 Avg Close Range
Q3 2025
Shares 394,768 Value ($000) $10,777 Avg Close Range
Q2 2025
Shares 374,237 Value ($000) $9,917 Avg Close Range
Q1 2025
Shares 346,028 Value ($000) $9,675 Avg Close Range
Q4 2024
Shares 442,540 Value ($000) $12,090 Avg Close Range
Q3 2024
Shares 136,960 Value ($000) $11,577 Avg Close Range
Q2 2024
Shares 129,361 Value ($000) $10,059 Avg Close Range
Q1 2024
Shares 145,099 Value ($000) $11,699 Avg Close Range
Q4 2023
Shares 154,169 Value ($000) $11,737 Avg Close Range
Q3 2023
Shares 151,921 Value ($000) $10,750 Avg Close Range
Q2 2023
Shares 154,183 Value ($000) $11,197 Avg Close Range
Q1 2023
Shares 186,916 Value ($000) $13,675 Avg Close Range
Q4 2022
Shares 119,468 Value ($000) $9,025 Avg Close Range
Q3 2022
Shares 117,920 Value ($000) $7,833 Avg Close Range
Q2 2022
Shares 70,522 Value ($000) $5,051 Avg Close Range
Q1 2022
Shares 79,063 Value ($000) $6,237 Avg Close Range
Q4 2021
Shares 89,780 Value ($000) $7,257 Avg Close Range
Q3 2021
Shares 90,819 Value ($000) $6,742 Avg Close Range
Q2 2021
Shares 91,780 Value ($000) $6,940 Avg Close Range
Q1 2021
Shares 73,808 Value ($000) $5,382 Avg Close Range
Q4 2020
Shares 61,914 Value ($000) $3,971 Avg Close Range
Q3 2020
Shares 50,566 Value ($000) $2,796 Avg Close Range
Q4 2019
Shares 37,438 Value ($000) $2,168 Avg Close Range
Q3 2019
Shares 24,164 Value ($000) $1,324 Avg Close Range
Q2 2019
Shares 24,669 Value ($000) $1,278 Avg Close Range
Q1 2019
Shares 22,094 Value ($000) $1,155 Avg Close Range
Q4 2018
Shares 10,127 Value ($000) $476 Avg Close Range
Q3 2018
Shares 7,549 Value ($000) $400 Avg Close Range
Q2 2018
Shares 7,669 Value ($000) $378 Avg Close Range
Q1 2018
Shares 7,655 Value ($000) $375 Avg Close Range
Q4 2017
Shares 156,696 Value ($000) $8,018 Avg Close Range
Q3 2017
Shares 71,751 Value ($000) $3,358 Avg Close Range
Q3 2016
Shares 7,365 Value ($000) $312 Avg Close Range
Q3 2015
Shares 140,052 Value ($000) $5,035 Avg Close Range
Q2 2015
Shares 140,248 Value ($000) $5,370 Avg Close Range
Q1 2015
Shares 178,671 Value ($000) $7,041 Avg Close Range
Q4 2014
Shares 177,667 Value ($000) $7,080 Avg Close Range
Q3 2014
Shares 188,106 Value ($000) $7,253 Avg Close Range
Q2 2014
Shares 195,140 Value ($000) $7,468 Avg Close Range
Q1 2014
Shares 217,530 Value ($000) $8,016 Avg Close Range
Q4 2013
Shares 275,402 Value ($000) $10,096 Avg Close Range
Q3 2013
Shares 311,998 Value ($000) $10,499 Avg Close Range
Q2 2013
Shares 319,247 Value ($000) $10,439 Avg Close Range