Atria Investments’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Atria Investments’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-33,992	Closed	-$854K	–	2120
2025 Q3	$854K	Sell	33,992 -10,798	-24%	-$270K	0.01%	1131
2025 Q2	$1.12M	Sell	44,790 -166	-0.4%	-$4.11K	0.01%	974
2025 Q1	$1.12M	Buy	+44,956	New	+$1.1M	0.01%	958
2019 Q3	–	Sell	-11,184	Closed	-$312K	–	951
2019 Q2	$312K	Buy	+11,184	New	+$302K	0.01%	730
2019 Q1	–	Sell	-41,502	Closed	-$1.1M	–	1013
2018 Q4	$1.1M	Sell	41,502 -718	-2%	-$18.6K	0.05%	280
2018 Q3	$1.09M	Buy	42,220 +10,438	+33%	+$272K	0.04%	365
2018 Q2	$832K	Sell	31,782 -382	-1%	-$9.95K	0.04%	415
2018 Q1	$846K	Sell	32,164 -134,784	-81%	-$3.54M	0.04%	376
2017 Q4	$4.45M	Buy	166,948 +15,730	+10%	+$422K	0.22%	80
2017 Q3	$4.08M	Buy	151,218 +90,224	+148%	+$2.44M	0.22%	80
2017 Q2	$1.65M	Buy	60,994 +7,340	+14%	+$198K	0.1%	216
2017 Q1	$1.44M	Buy	53,654 +27,158	+102%	+$726K	0.09%	216
2016 Q4	$707K	Buy	+26,496	New	+$718K	0.05%	283

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Investments's SCHR Position: Q4 2025 in Review

Atria Investments sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 33,992 shares — an estimated $854K sold.

Atria Investments first reported a position in SCHR in Q4 2016 and held it in 13 quarters. The position peaked at $4.45M in Q4 2017. 484 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

Atria Investments reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Atria Investments sold 33,992 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $854K.
Atria Investments first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2016 and held it in 13 quarters.
Atria Investments's Schwab Intermediately-Term US Treasury ETF position peaked at $4.45M in Q4 2017.
484 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.