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	0.08%	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	0.13%	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 $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return