AWS
SCHR

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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return