Atria Wealth Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.74M	Sell	62,430 -20,522	-25%	-$539K	0.04%	462
2025 Q1	$2.2M	Sell	82,952 -71,206	-46%	-$1.91M	0.03%	599
2024 Q4	$4.02M	Buy	154,158 +79,185	+106%	+$2.14M	0.04%	417
2024 Q3	$2.01M	Sell	74,973 -999	-1%	-$25.7K	0.02%	632
2024 Q2	$1.88M	Buy	75,972 +3,567	+5%	+$88.1K	0.02%	643
2024 Q1	$1.83M	Buy	72,405 +1,458	+2%	+$35K	0.02%	670
2023 Q4	$1.66M	Sell	70,947 -13,662	-16%	-$299K	0.02%	667
2023 Q3	$1.82M	Sell	84,609 -132	-0.2%	-$2.96K	0.03%	592
2023 Q2	$1.9M	Sell	84,741 -26,958	-24%	-$589K	0.03%	586
2023 Q1	$2.44M	Sell	111,699 -5,325	-5%	-$118K	0.04%	477
2022 Q4	$2.58M	Sell	117,024 -3,018	-3%	-$65.3K	0.04%	428
2022 Q3	$2.34M	Sell	120,042 -4,149	-3%	-$89.3K	0.04%	419
2022 Q2	$2.58M	Buy	124,191 +1,821	+1%	+$40.9K	0.05%	373
2022 Q1	$2.91M	Buy	+122,370	New	+$2.9M	0.05%	380

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 25% in Q2 2025, selling an estimated $539K and leaving 62,430 shares worth $1.74M. The position accounts for 0.04% of the portfolio, ranked #462.

Atria Wealth Solutions first reported a position in SCHV in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.02M in Q4 2024. 881 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

Atria Wealth Solutions held 62,430 shares of Schwab US Large-Cap Value ETF worth $1.74M as of Q2 2025.
Atria Wealth Solutions sold 20,522 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $539K.
Schwab US Large-Cap Value ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #462 holding.
Atria Wealth Solutions first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Schwab US Large-Cap Value ETF position peaked at $4.02M in Q4 2024.
881 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

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