Atria Wealth Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14.8M	Sell	557,436 -804,607	-59%	-$21M	0.34%	62
2025 Q1	$38.1M	Sell	1,362,043 -2,868	-0.2%	-$79.9K	0.46%	36
2024 Q4	$37.3M	Buy	1,364,911 +6,223	+0.5%	+$177K	0.41%	42
2024 Q3	$38.3M	Buy	1,358,688 +9,174	+0.7%	+$250K	0.41%	42
2024 Q2	$35.3M	Buy	1,349,514 +40,230	+3%	+$1.05M	0.39%	45
2024 Q1	$35.2M	Sell	1,309,284 -156,066	-11%	-$4.03M	0.4%	40
2023 Q4	$37.2M	Sell	1,465,350 -80,184	-5%	-$1.91M	0.47%	32
2023 Q3	$36.5M	Buy	1,545,534 +2,463	+0.2%	+$60.4K	0.51%	27
2023 Q2	$37.4M	Sell	1,543,071 -125,451	-8%	-$3M	0.51%	26
2023 Q1	$40.7M	Sell	1,668,522 -88,800	-5%	-$2.22M	0.6%	22
2022 Q4	$44.2M	Buy	1,757,322 +183,105	+12%	+$4.52M	0.71%	17
2022 Q3	$34.9M	Buy	1,574,217 +642,150	+69%	+$15.6M	0.6%	24
2022 Q2	$22.3M	Sell	932,067 -9,651	-1%	-$246K	0.42%	46
2022 Q1	$24.8M	Buy	+941,718	New	+$24.7M	0.41%	38

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Schwab US Dividend Equity ETF (SCHD) stake by 59% in Q2 2025, selling an estimated $21M and leaving 557,436 shares worth $14.8M. The position accounts for 0.34% of the portfolio, ranked #62.

Atria Wealth Solutions first reported a position in SCHD in Q1 2022 and has held it in 14 quarters since. The position peaked at $44.2M in Q4 2022. 1,803 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Atria Wealth Solutions held 557,436 shares of Schwab US Dividend Equity ETF worth $14.8M as of Q2 2025.
Atria Wealth Solutions sold 804,607 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $21M.
Schwab US Dividend Equity ETF made up 0.34% of Atria Wealth Solutions's portfolio in Q2 2025, its #62 holding.
Atria Wealth Solutions first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Schwab US Dividend Equity ETF position peaked at $44.2M in Q4 2022.
1,803 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

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