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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.69M	Sell	150,787 -23,100	-13%	-$522K	0.08%	266
2025 Q1	$3.84M	Sell	173,887 -169,269	-49%	-$3.94M	0.05%	414
2024 Q4	$7.95M	Buy	343,156 +99,994	+41%	+$2.33M	0.09%	238
2024 Q3	$5.5M	Buy	243,162 +35,076	+17%	+$764K	0.06%	318
2024 Q2	$4.47M	Sell	208,086 -10,527	-5%	-$218K	0.05%	364
2024 Q1	$4.52M	Buy	218,613 +7,173	+3%	+$141K	0.05%	367
2023 Q4	$3.98M	Buy	211,440 +11,577	+6%	+$203K	0.05%	371
2023 Q3	$3.37M	Sell	199,863 -4,473	-2%	-$78.5K	0.05%	403
2023 Q2	$3.57M	Sell	204,336 -33,003	-14%	-$545K	0.05%	382
2023 Q1	$3.83M	Sell	237,339 -188,958	-44%	-$2.97M	0.06%	335
2022 Q4	$6.42M	Buy	426,297 +64,089	+18%	+$970K	0.1%	209
2022 Q3	$5.11M	Buy	362,208 +295,722	+445%	+$4.64M	0.09%	227
2022 Q2	$989K	Sell	66,486 -1,494	-2%	-$24.2K	0.02%	699
2022 Q1	$1.22M	Buy	+67,980	New	+$1.2M	0.02%	645