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Atria Investments’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Atria Investments’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,208
Closed -$419K – 2118
2025
Q3 		$419K Sell
9,208
-3,056
-25% -$134K ﹤0.01% 1519
2025
Q2 		$522K Sell
12,264
-193
-2% -$7.48K 0.01% 1394
2025
Q1 		$447K Buy
12,457
+2,412
+24% +$86.1K 0.01% 1410
2024
Q4 		$345K Buy
10,045
+1,046
+12% +$38.1K ﹤0.01% 1525
2024
Q3 		$347K Buy
8,999
+851
+10% +$31.3K ﹤0.01% 1536
2024
Q2 		$290K Buy
+8,148
New +$290K ﹤0.01% 1609
2018
Q4 		– Sell
-5,533
Closed -$200K – 993
2018
Q3 		$200K Buy
+5,533
New +$198K 0.01% 941

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SC
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SAG
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ML
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Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return