Atria Wealth Solutions’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$657K	Sell	26,365 -14,857	-36%	-$368K	0.01%	806
2025 Q1	$1.02M	Buy	41,222 +9,818	+31%	+$240K	0.01%	886
2024 Q4	$763K	Buy	31,404 +1,024	+3%	+$25.2K	0.01%	1038
2024 Q3	$769K	Buy	30,380 +10,038	+49%	+$251K	0.01%	1034
2024 Q2	$496K	Buy	20,342 +474	+2%	+$11.5K	0.01%	1242
2024 Q1	$487K	Sell	19,868 -28,466	-59%	-$700K	0.01%	1282
2023 Q4	$1.2M	Buy	48,334 +14,432	+43%	+$349K	0.02%	789
2023 Q3	$813K	Sell	33,902 -33,102	-49%	-$806K	0.01%	909
2023 Q2	$1.65M	Buy	67,004 +10,776	+19%	+$270K	0.02%	640
2023 Q1	$1.42M	Sell	56,228 -12,126	-18%	-$302K	0.02%	670
2022 Q4	$1.68M	Buy	68,354 +18,558	+37%	+$457K	0.03%	577
2022 Q3	$1.22M	Buy	49,796 +18,656	+60%	+$477K	0.02%	650
2022 Q2	$803K	Buy	31,140 +1,676	+6%	+$43.3K	0.02%	792
2022 Q1	$784K	Buy	+29,464	New	+$805K	0.01%	827

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 36% in Q2 2025, selling an estimated $368K and leaving 26,365 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #806.

Atria Wealth Solutions first reported a position in SCHR in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.68M in Q4 2022. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

Atria Wealth Solutions held 26,365 shares of Schwab Intermediately-Term US Treasury ETF worth $657K as of Q2 2025.
Atria Wealth Solutions sold 14,857 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $368K.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #806 holding.
Atria Wealth Solutions first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Schwab Intermediately-Term US Treasury ETF position peaked at $1.68M in Q4 2022.
462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

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