Atria Wealth Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$823K	Sell	29,089 -2,586	-8%	-$68.2K	0.02%	721
2025 Q1	$830K	Sell	31,675 -1,336	-4%	-$37.2K	0.01%	956
2024 Q4	$915K	Buy	33,011 +779	+2%	+$22.2K	0.01%	959
2024 Q3	$893K	Sell	32,232 -546	-2%	-$14.5K	0.01%	950
2024 Q2	$852K	Sell	32,778 -1,425	-4%	-$37.3K	0.01%	960
2024 Q1	$928K	Sell	34,203 -3,342	-9%	-$85.2K	0.01%	944
2023 Q4	$943K	Buy	37,545 +3,459	+10%	+$79.3K	0.01%	885
2023 Q3	$769K	Sell	34,086 -66	-0.2%	-$1.56K	0.01%	929
2023 Q2	$809K	Buy	34,152 +2,304	+7%	+$51.9K	0.01%	940
2023 Q1	$720K	Buy	31,848 +570	+2%	+$13.1K	0.01%	954
2022 Q4	$684K	Sell	31,278 -16,686	-35%	-$366K	0.01%	937
2022 Q3	$968K	Buy	47,964 +1,545	+3%	+$34.5K	0.02%	723
2022 Q2	$971K	Buy	46,419 +2,070	+5%	+$47.8K	0.02%	705
2022 Q1	$1.12M	Buy	+44,349	New	+$1.11M	0.02%	683

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Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return