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Atria Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

Atria Investments’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,820
Closed -$248K – 2036
2024
Q2 		$248K Buy
+11,820
New +$239K ﹤0.01% 1702
2021
Q1 		– Sell
-188,394
Closed -$2.86M – 743
2020
Q4 		$2.86M Buy
188,394
+1,098
+0.6% +$15.6K 0.07% 313
2020
Q3 		$2.49M Buy
187,296
+10,992
+6% +$145K 0.08% 282
2020
Q2 		$2.16M Buy
+176,304
New +$2.03M 0.07% 290
2020
Q1 		– Sell
-107,382
Closed -$1.38M – 1068
2019
Q4 		$1.38M Sell
107,382
-10,044
-9% -$123K 0.04% 425
2019
Q3 		$1.39M Sell
117,426
-8,400
-7% -$99.3K 0.05% 313
2019
Q2 		$1.45M Sell
125,826
-92,892
-42% -$1.07M 0.05% 295
2019
Q1 		$2.48M Sell
218,718
-1,165,662
-84% -$12.7M 0.11% 189
2018
Q4 		$13.8M Buy
1,384,380
+1,204,020
+668% +$13M 0.61% 29
2018
Q3 		$2.12M Buy
180,360
+138,654
+332% +$1.6M 0.08% 215
2018
Q2 		$459K Sell
41,706
-4,734
-10% -$51.8K 0.02% 596
2018
Q1 		$494K Buy
46,440
+12,174
+36% +$134K 0.02% 516
2017
Q4 		$368K Buy
34,266
+102
+0.3% +$1.07K 0.02% 585
2017
Q3 		$347K Buy
+34,164
New +$339K 0.02% 563
2017
Q1 		– Sell
-54,564
Closed -$493K – 711
2016
Q4 		$493K Buy
54,564
+21,708
+66% +$191K 0.04% 344
2016
Q3 		$286K Sell
32,856
-540
-2% -$4.69K 0.03% 412
2016
Q2 		$282K Sell
33,396
-276,882
-89% -$2.3M 0.03% 369
2016
Q1 		$2.55M Sell
310,278
-703,020
-69% -$5.46M 0.29% 50
2015
Q4 		$7.78M Buy
1,013,298
+249,642
+33% +$2.06M 0.85% 20
2015
Q3 		$5.9M Buy
763,656
+119,040
+18% +$978K 0.82% 19
2015
Q2 		$5.4M Buy
644,616
+45,162
+8% +$386K 0.63% 25
2015
Q1 		$5.04M Buy
599,454
+26,166
+5% +$219K 0.57% 29
2014
Q4 		$4.76M Buy
573,288
+18,864
+3% +$153K 0.51% 31
2014
Q3 		$4.39M Sell
554,424
-17,892
-3% -$143K 0.45% 39
2014
Q2 		$4.55M Sell
572,316
-87,894
-13% -$678K 0.45% 40
2014
Q1 		$5.03M Sell
660,210
-80,166
-11% -$600K 0.51% 35
2013
Q4 		$5.55M Sell
740,376
-186,948
-20% -$1.34M 0.55% 36
2013
Q3 		$6.35M Sell
927,324
-28,176
-3% -$191K 0.66% 33
2013
Q2 		$6.2M Buy
+955,500
New +$6.2M 0.75% 30

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Atria Investments's SCHB Position: Q3 2024 in Review

Atria Investments sold out of Schwab US Broad Market ETF (SCHB) in Q3 2024, closing a stake of 11,820 shares — an estimated $248K sold.

Atria Investments first reported a position in SCHB in Q2 2013 and held it in 29 quarters. The position peaked at $13.8M in Q4 2018. 1,100 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Atria Investments reported no remaining Schwab US Broad Market ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 11,820 Schwab US Broad Market ETF shares in Q3 2024, an estimated $248K.
  • Atria Investments first reported a position in Schwab US Broad Market ETF in Q2 2013 and held it in 29 quarters.
  • Atria Investments's Schwab US Broad Market ETF position peaked at $13.8M in Q4 2018.
  • 1,100 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.