AWS
SCHB icon

Atria Wealth Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Atria Wealth Solutions’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.28M Sell
221,297
-58,395
-21% -$1.29M 0.12% 204
2025
Q1 		$6.02M Sell
279,692
-6,797
-2% -$155K 0.07% 285
2024
Q4 		$6.5M Buy
286,489
+79,036
+38% +$1.81M 0.07% 285
2024
Q3 		$4.6M Buy
207,453
+366
+0.2% +$7.82K 0.05% 370
2024
Q2 		$4.35M Sell
207,087
-58,677
-22% -$1.19M 0.05% 370
2024
Q1 		$5.41M Sell
265,764
-19,566
-7% -$379K 0.06% 317
2023
Q4 		$5.29M Buy
285,330
+65,088
+30% +$1.12M 0.07% 298
2023
Q3 		$3.66M Sell
220,242
-98,277
-31% -$1.7M 0.05% 374
2023
Q2 		$5.49M Buy
318,519
+10,059
+3% +$164K 0.07% 262
2023
Q1 		$4.92M Sell
308,460
-10,761
-3% -$168K 0.07% 270
2022
Q4 		$4.77M Sell
319,221
-140,691
-31% -$2.11M 0.08% 262
2022
Q3 		$6.44M Buy
459,912
+13,398
+3% +$208K 0.11% 189
2022
Q2 		$6.58M Sell
446,514
-19,317
-4% -$310K 0.12% 179
2022
Q1 		$8.29M Buy
+465,831
New +$8.18M 0.14% 159

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Schwab US Broad Market ETF (SCHB) stake by 21% in Q2 2025, selling an estimated $1.29M and leaving 221,297 shares worth $5.28M. The position accounts for 0.12% of the portfolio, ranked #204.

Atria Wealth Solutions first reported a position in SCHB in Q1 2022 and has held it in 14 quarters since. The position peaked at $8.29M in Q1 2022. 1,212 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Atria Wealth Solutions held 221,297 shares of Schwab US Broad Market ETF worth $5.28M as of Q2 2025.
  • Atria Wealth Solutions sold 58,395 Schwab US Broad Market ETF shares in Q2 2025, an estimated $1.29M.
  • Schwab US Broad Market ETF made up 0.12% of Atria Wealth Solutions's portfolio in Q2 2025, its #204 holding.
  • Atria Wealth Solutions first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Schwab US Broad Market ETF position peaked at $8.29M in Q1 2022.
  • 1,212 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

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