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Atria Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

Atria Investments’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.6M Buy
179,312
+1,176
+0.7% +$31.5K 0.05% 397
2025
Q4 		$4.79M Sell
178,136
-160,001
-47% -$4.27M 0.05% 385
2025
Q3 		$8.91M Sell
338,137
-61,412
-15% -$1.56M 0.1% 225
2025
Q2 		$9.76M Buy
399,549
+22,741
+6% +$514K 0.12% 199
2025
Q1 		$8.32M Buy
376,808
+19,924
+6% +$464K 0.11% 222
2024
Q4 		$8.27M Buy
356,884
+8,041
+2% +$187K 0.1% 227
2024
Q3 		$7.89M Buy
348,843
+8,073
+2% +$176K 0.1% 236
2024
Q2 		$7.3M Buy
340,770
+75,615
+29% +$1.56M 0.09% 241
2024
Q1 		$5.49M Buy
265,155
+92,814
+54% +$1.83M 0.08% 313
2023
Q4 		$3.24M Sell
172,341
-6,168
-3% -$108K 0.05% 420
2023
Q3 		$3.01M Sell
178,509
-1,749
-1% -$30.7K 0.05% 435
2023
Q2 		$3.15M Sell
180,258
-61,212
-25% -$1.01M 0.06% 399
2023
Q1 		$3.89M Sell
241,470
-7,782
-3% -$122K 0.07% 320
2022
Q4 		$3.75M Buy
249,252
+4,923
+2% +$74.5K 0.08% 321
2022
Q3 		$3.45M Sell
244,329
-368,553
-60% -$5.78M 0.08% 309
2022
Q2 		$9.12M Sell
612,882
-508,095
-45% -$8.23M 0.19% 119
2022
Q1 		$20.1M Buy
1,120,977
+27,183
+2% +$481K 0.35% 51
2021
Q4 		$20.7M Buy
1,093,794
+433,638
+66% +$8.01M 0.37% 55
2021
Q3 		$11.4M Buy
660,156
+6,762
+1% +$121K 0.21% 114
2021
Q2 		$11.3M Sell
653,394
-360,618
-36% -$6.08M 0.22% 104
2021
Q1 		$16.2M Buy
1,014,012
+826,548
+441% +$12.9M 0.36% 61
2020
Q4 		$2.84M Sell
187,464
-2,940
-2% -$42.1K 0.07% 315
2020
Q3 		$2.56M Sell
190,404
-2,952
-2% -$39.2K 0.08% 276
2020
Q2 		$2.39M Buy
+193,356
New +$2.25M 0.08% 273
2020
Q1 		– Sell
-175,788
Closed -$2.25M – 1079
2019
Q4 		$2.25M Buy
175,788
+28,926
+20% +$355K 0.06% 273
2019
Q3 		$1.74M Sell
146,862
-6,504
-4% -$76.6K 0.06% 266
2019
Q2 		$1.76M Buy
153,366
+2,370
+2% +$27.2K 0.07% 253
2019
Q1 		$1.7M Buy
150,996
+9,522
+7% +$103K 0.07% 236
2018
Q4 		$1.41M Sell
141,474
-1,860
-1% -$20K 0.06% 232
2018
Q3 		$1.66M Buy
143,334
+34,728
+32% +$395K 0.07% 275
2018
Q2 		$1.18M Sell
108,606
-24,816
-19% -$268K 0.05% 339
2018
Q1 		$1.4M Sell
133,422
-5,754
-4% -$62.6K 0.07% 266
2017
Q4 		$1.48M Buy
139,176
+30,744
+28% +$318K 0.07% 260
2017
Q3 		$1.08M Sell
108,432
-3,864
-3% -$37.9K 0.06% 292
2017
Q2 		$1.08M Buy
112,296
+45,480
+68% +$434K 0.07% 278
2017
Q1 		$627K Buy
+66,816
New +$618K 0.04% 349
2016
Q4 		– Sell
-24,042
Closed -$207K – 672
2016
Q3 		$207K Buy
+24,042
New +$206K 0.02% 503
2015
Q4 		– Sell
-73,932
Closed -$564K – 413
2015
Q3 		$564K Buy
73,932
+31,866
+76% +$258K 0.08% 180
2015
Q2 		$346K Sell
42,066
-2,196
-5% -$18.4K 0.04% 297
2015
Q1 		$366K Buy
44,262
+192
+0.4% +$1.58K 0.04% 288
2014
Q4 		$360K Sell
44,070
-3,270
-7% -$26.1K 0.04% 301
2014
Q3 		$371K Sell
47,340
-3,000
-6% -$23.6K 0.04% 321
2014
Q2 		$393K Sell
50,340
-1,104
-2% -$8.36K 0.04% 300
2014
Q1 		$383K Sell
51,444
-26,286
-34% -$192K 0.04% 322
2013
Q4 		$571K Buy
77,730
+17,226
+28% +$121K 0.06% 270
2013
Q3 		$405K Sell
60,504
-10,956
-15% -$73.1K 0.04% 313
2013
Q2 		$455K Buy
+71,460
New +$457K 0.06% 200

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Atria Investments's SCHX Position: Q1 2026 in Review

Atria Investments increased its Schwab US Large- Cap ETF (SCHX) stake by 0.66% in Q1 2026, buying an estimated $31.5K and bringing the position to 179,312 shares worth $4.6M. The position accounts for 0.05% of the portfolio, ranked #397.

Atria Investments first reported a position in SCHX in Q2 2013 and has held it in 47 quarters since. The position peaked at $20.7M in Q4 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Atria Investments held 179,312 shares of Schwab US Large- Cap ETF worth $4.6M as of Q1 2026.
  • Atria Investments bought 1,176 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $31.5K.
  • Schwab US Large- Cap ETF made up 0.05% of Atria Investments's portfolio in Q1 2026, its #397 holding.
  • Atria Investments first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 47 quarters since.
  • Atria Investments's Schwab US Large- Cap ETF position peaked at $20.7M in Q4 2021.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.