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

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

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Schwab US Large- Cap ETF (SCHX) stake by 13% in Q2 2025, selling an estimated $522K and leaving 150,787 shares worth $3.69M. The position accounts for 0.08% of the portfolio, ranked #266.

Atria Wealth Solutions first reported a position in SCHX in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.95M in Q4 2024. 1,405 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

  • Atria Wealth Solutions held 150,787 shares of Schwab US Large- Cap ETF worth $3.69M as of Q2 2025.
  • Atria Wealth Solutions sold 23,100 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $522K.
  • Schwab US Large- Cap ETF made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #266 holding.
  • Atria Wealth Solutions first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Schwab US Large- Cap ETF position peaked at $7.95M in Q4 2024.
  • 1,405 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

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