Atria Wealth Solutions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Atria Wealth Solutions’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$772K	Sell	30,017 -527	-2%	-$12.5K	0.02%	744
2025 Q1	$716K	Sell	30,544 -60,081	-66%	-$1.53M	0.01%	1018
2024 Q4	$2.34M	Buy	90,625 +44,061	+95%	+$1.17M	0.03%	587
2024 Q3	$1.2M	Buy	46,564 +4,706	+11%	+$117K	0.01%	845
2024 Q2	$995K	Sell	41,858 -12,496	-23%	-$296K	0.01%	905
2024 Q1	$1.34M	Sell	54,354 -9,552	-15%	-$224K	0.02%	783
2023 Q4	$1.51M	Buy	63,906 +20,648	+48%	+$435K	0.02%	700
2023 Q3	$896K	Sell	43,258 -9,840	-19%	-$216K	0.01%	864
2023 Q2	$1.16M	Buy	53,098 +7,638	+17%	+$159K	0.02%	783
2023 Q1	$953K	Buy	45,460 +9,496	+26%	+$204K	0.01%	814
2022 Q4	$728K	Buy	35,964 +5,522	+18%	+$113K	0.01%	901
2022 Q3	$575K	Sell	30,442 -12,586	-29%	-$263K	0.01%	949
2022 Q2	$839K	Sell	43,028 -12,884	-23%	-$275K	0.02%	767
2022 Q1	$1.32M	Buy	+55,912	New	+$1.32M	0.02%	620

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Atria Wealth Solutions's SCHA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.7% in Q2 2025, selling an estimated $12.5K and leaving 30,017 shares worth $772K. The position accounts for 0.02% of the portfolio, ranked #744.

Atria Wealth Solutions first reported a position in SCHA in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.34M in Q4 2024. 1,139 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

Atria Wealth Solutions held 30,017 shares of Schwab U.S Small- Cap ETF worth $772K as of Q2 2025.
Atria Wealth Solutions sold 527 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $12.5K.
Schwab U.S Small- Cap ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #744 holding.
Atria Wealth Solutions first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Schwab U.S Small- Cap ETF position peaked at $2.34M in Q4 2024.
1,139 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.