Atria Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.54M | Sell |
213,225
-188,868
| -47% | -$5.73M | 0.07% | 294 |
|
|
2025
Q4 | $11M | Buy |
402,093
+7,325
| +2% | +$199K | 0.13% | 173 |
|
|
2025
Q3 | $10.8M | Buy |
394,768
+20,531
| +5% | +$560K | 0.12% | 175 |
|
|
2025
Q2 | $9.92M | Buy |
374,237
+28,209
| +8% | +$737K | 0.12% | 197 |
|
|
2025
Q1 | $9.67M | Sell |
346,028
-96,512
| -22% | -$2.69M | 0.12% | 187 |
|
|
2024
Q4 | $12.1M | Buy |
442,540
+31,660
| +8% | +$900K | 0.15% | 154 |
|
|
2024
Q3 | $11.6M | Buy |
410,880
+22,797
| +6% | +$621K | 0.14% | 153 |
|
|
2024
Q2 | $10.1M | Sell |
388,083
-47,214
| -11% | -$1.23M | 0.13% | 173 |
|
|
2024
Q1 | $11.7M | Sell |
435,297
-27,210
| -6% | -$703K | 0.16% | 147 |
|
|
2023
Q4 | $11.7M | Buy |
462,507
+6,744
| +1% | +$161K | 0.18% | 130 |
|
|
2023
Q3 | $10.7M | Sell |
455,763
-6,786
| -1% | -$167K | 0.19% | 119 |
|
|
2023
Q2 | $11.2M | Sell |
462,549
-98,199
| -18% | -$2.35M | 0.2% | 105 |
|
|
2023
Q1 | $13.7M | Buy |
560,748
+202,344
| +56% | +$5.06M | 0.26% | 85 |
|
|
2022
Q4 | $9.02M | Buy |
358,404
+4,644
| +1% | +$115K | 0.19% | 135 |
|
|
2022
Q3 | $7.83M | Buy |
353,760
+142,194
| +67% | +$3.45M | 0.17% | 144 |
|
|
2022
Q2 | $5.05M | Sell |
211,566
-25,623
| -11% | -$652K | 0.11% | 232 |
|
|
2022
Q1 | $6.24M | Sell |
237,189
-32,151
| -12% | -$842K | 0.11% | 221 |
|
|
2021
Q4 | $7.26M | Sell |
269,340
-3,117
| -1% | -$81K | 0.13% | 192 |
|
|
2021
Q3 | $6.74M | Sell |
272,457
-2,883
| -1% | -$73.3K | 0.12% | 185 |
|
|
2021
Q2 | $6.94M | Buy |
275,340
+53,916
| +24% | +$1.36M | 0.13% | 173 |
|
|
2021
Q1 | $5.38M | Buy |
221,424
+35,682
| +19% | +$812K | 0.12% | 200 |
|
|
2020
Q4 | $3.97M | Buy |
185,742
+34,044
| +22% | +$690K | 0.1% | 240 |
|
|
2020
Q3 | $2.8M | Buy |
+151,698
| New | +$2.79M | 0.08% | 258 |
|
|
2020
Q1 | – | Sell |
-112,314
| Closed | -$2.17M | – | 1069 |
|
|
2019
Q4 | $2.17M | Buy |
112,314
+39,822
| +55% | +$746K | 0.06% | 283 |
|
|
2019
Q3 | $1.32M | Sell |
72,492
-1,515
| -2% | -$27.1K | 0.05% | 330 |
|
|
2019
Q2 | $1.28M | Buy |
74,007
+7,725
| +12% | +$136K | 0.05% | 335 |
|
|
2019
Q1 | $1.16M | Buy |
66,282
+35,901
| +118% | +$604K | 0.05% | 317 |
|
|
2018
Q4 | $476K | Buy |
30,381
+7,734
| +34% | +$129K | 0.02% | 518 |
|
|
2018
Q3 | $400K | Sell |
22,647
-360
| -2% | -$6.23K | 0.02% | 663 |
|
|
2018
Q2 | $378K | Buy |
23,007
+42
| +0.2% | +$691 | 0.02% | 660 |
|
|
2018
Q1 | $375K | Sell |
22,965
-447,123
| -95% | -$7.62M | 0.02% | 606 |
|
|
2017
Q4 | $8.02M | Buy |
470,088
+254,835
| +118% | +$4.19M | 0.4% | 40 |
|
|
2017
Q3 | $3.36M | Buy |
+215,253
| New | +$3.29M | 0.18% | 107 |
|
|
2016
Q4 | – | Sell |
-22,095
| Closed | -$312K | – | 671 |
|
|
2016
Q3 | $312K | Buy |
+22,095
| New | +$312K | 0.03% | 398 |
|
|
2015
Q4 | – | Sell |
-420,156
| Closed | -$5.04M | – | 412 |
|
|
2015
Q3 | $5.04M | Sell |
420,156
-588
| -0.1% | -$7.34K | 0.7% | 22 |
|
|
2015
Q2 | $5.37M | Sell |
420,744
-115,269
| -22% | -$1.53M | 0.63% | 26 |
|
|
2015
Q1 | $7.04M | Buy |
536,013
+3,012
| +0.6% | +$40K | 0.8% | 20 |
|
|
2014
Q4 | $7.08M | Sell |
533,001
-31,317
| -6% | -$410K | 0.75% | 26 |
|
|
2014
Q3 | $7.25M | Sell |
564,318
-21,102
| -4% | -$271K | 0.74% | 27 |
|
|
2014
Q2 | $7.47M | Sell |
585,420
-67,170
| -10% | -$842K | 0.75% | 29 |
|
|
2014
Q1 | $8.02M | Sell |
652,590
-173,616
| -21% | -$2.08M | 0.82% | 21 |
|
|
2013
Q4 | $10.1M | Sell |
826,206
-109,788
| -12% | -$1.3M | 1.01% | 27 |
|
|
2013
Q3 | $10.5M | Sell |
935,994
-21,747
| -2% | -$245K | 1.09% | 22 |
|
|
2013
Q2 | $10.4M | Buy |
+957,741
| New | +$10.5M | 1.27% | 21 |
|
Other funds holding SCHD
RIM
SLI
Atria Investments's SCHD Position: Q1 2026 in Review
Atria Investments reduced its Schwab US Dividend Equity ETF (SCHD) stake by 47% in Q1 2026, selling an estimated $5.73M and leaving 213,225 shares worth $6.54M. The position accounts for 0.07% of the portfolio, ranked #294.
Atria Investments first reported a position in SCHD in Q2 2013 and has held it in 44 quarters since. The position peaked at $13.7M in Q1 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Atria Investments held 213,225 shares of Schwab US Dividend Equity ETF worth $6.54M as of Q1 2026.
- Atria Investments sold 188,868 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $5.73M.
- Schwab US Dividend Equity ETF made up 0.07% of Atria Investments's portfolio in Q1 2026, its #294 holding.
- Atria Investments first reported a position in Schwab US Dividend Equity ETF in Q2 2013 and has held it in 44 quarters since.
- Atria Investments's Schwab US Dividend Equity ETF position peaked at $13.7M in Q1 2023.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.