SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

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

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

Q4 2025
Shares 30,183 Value ($000) $736 Avg Close Range
Q3 2025
Shares 55,921 Value ($000) $1,364 Avg Close Range
Q2 2025
Shares 64,815 Value ($000) $1,580 Avg Close Range
Q1 2025
Shares 69,349 Value ($000) $1,688 Avg Close Range
Q4 2024
Shares 135,462 Value ($000) $3,259 Avg Close Range
Q3 2024
Shares 61,872 Value ($000) $3,030 Avg Close Range
Q2 2024
Shares 58,657 Value ($000) $2,823 Avg Close Range
Q1 2024
Shares 31,607 Value ($000) $1,524 Avg Close Range
Q4 2023
Shares 29,957 Value ($000) $1,451 Avg Close Range
Q3 2023
Shares 29,223 Value ($000) $1,400 Avg Close Range
Q2 2023
Shares 40,619 Value ($000) $1,952 Avg Close Range
Q1 2023
Shares 44,744 Value ($000) $2,183 Avg Close Range
Q4 2022
Shares 40,865 Value ($000) $1,971 Avg Close Range
Q3 2022
Shares 45,145 Value ($000) $2,179 Avg Close Range
Q2 2022
Shares 30,954 Value ($000) $1,523 Avg Close Range
Q1 2022
Shares 25,564 Value ($000) $1,266 Avg Close Range
Q4 2021
Shares 23,056 Value ($000) $1,172 Avg Close Range
Q3 2021
Shares 27,471 Value ($000) $1,406 Avg Close Range
Q2 2021
Shares 35,545 Value ($000) $1,821 Avg Close Range
Q1 2021
Shares 28,760 Value ($000) $1,476 Avg Close Range
Q4 2020
Shares 30,035 Value ($000) $1,543 Avg Close Range
Q3 2020
Shares 33,178 Value ($000) $1,709 Avg Close Range
Q2 2020
Shares 81,650 Value ($000) $4,216 Avg Close Range
Q4 2019
Shares 21,035 Value ($000) $1,062 Avg Close Range
Q3 2019
Shares 23,765 Value ($000) $1,202 Avg Close Range
Q2 2019
Shares 21,205 Value ($000) $1,074 Avg Close Range
Q1 2019
Shares 414,118 Value ($000) $20,785 Avg Close Range
Q4 2018
Shares 951,821 Value ($000) $47,505 Avg Close Range
Q3 2018
Shares 48,058 Value ($000) $2,382 Avg Close Range
Q2 2018
Shares 164,272 Value ($000) $8,171 Avg Close Range
Q1 2018
Shares 129,597 Value ($000) $6,459 Avg Close Range
Q4 2017
Shares 20,333 Value ($000) $1,017 Avg Close Range
Q3 2017
Shares 16,800 Value ($000) $847 Avg Close Range
Q2 2017
Shares 16,081 Value ($000) $811 Avg Close Range
Q1 2017
Shares 12,555 Value ($000) $634 Avg Close Range
Q4 2016
Shares 26,011 Value ($000) $1,311 Avg Close Range
Q2 2014
Shares 12,901 Value ($000) $653 Avg Close Range
Q1 2014
Shares 13,852 Value ($000) $700 Avg Close Range
Q4 2013
Shares 14,783 Value ($000) $747 Avg Close Range