Atria Wealth Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Sell |
221,297
-58,395
| -21% | -$1.39M | 0.12% | 204 |
|
|
2025
Q1 | $6.02M | Sell |
279,692
-6,797
| -2% | -$146K | 0.07% | 285 |
|
|
2024
Q4 | $6.5M | Buy |
286,489
+79,036
| +38% | +$1.79M | 0.07% | 284 |
|
|
2024
Q3 | $4.6M | Buy |
207,453
+366
| +0.2% | +$8.12K | 0.05% | 368 |
|
|
2024
Q2 | $4.35M | Sell |
207,087
-58,677
| -22% | -$1.23M | 0.05% | 368 |
|
|
2024
Q1 | $5.41M | Sell |
265,764
-19,566
| -7% | -$398K | 0.06% | 315 |
|
|
2023
Q4 | $5.29M | Buy |
285,330
+65,088
| +30% | +$1.21M | 0.07% | 297 |
|
|
2023
Q3 | $3.66M | Sell |
220,242
-98,277
| -31% | -$1.63M | 0.05% | 374 |
|
|
2023
Q2 | $5.49M | Buy |
318,519
+10,059
| +3% | +$173K | 0.07% | 262 |
|
|
2023
Q1 | $4.92M | Sell |
308,460
-10,761
| -3% | -$172K | 0.07% | 270 |
|
|
2022
Q4 | $4.77M | Sell |
319,221
-140,691
| -31% | -$2.1M | 0.08% | 262 |
|
|
2022
Q3 | $6.44M | Buy |
459,912
+13,398
| +3% | +$188K | 0.11% | 189 |
|
|
2022
Q2 | $6.58M | Sell |
446,514
-19,317
| -4% | -$284K | 0.12% | 167 |
|
|
2022
Q1 | $8.29M | Buy |
+465,831
| New | +$8.29M | 0.14% | 159 |
|