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Disclosery

Atria Investments, Inc: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on SCHD, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 227,968 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 227,968 shares
    Change vs previous 13F +13,572 shares

    0.07% of the 13F portfolio, value $7,415,798.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 214,396 shares
    Change vs previous 13F +1,171 shares

    0.07% of the 13F portfolio, value $6,798,500.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 213,225 shares
    Change vs previous 13F -188,868 shares

    0.07% of the 13F portfolio, value $6,541,738.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 402,093 shares
    Change vs previous 13F +7,325 shares

    0.13% of the 13F portfolio, value $11,029,421.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 394,768 shares
    Change vs previous 13F +20,531 shares

    0.12% of the 13F portfolio, value $10,777,172.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 374,237 shares
    Change vs previous 13F +28,209 shares

    0.12% of the 13F portfolio, value $9,917,277.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 346,028 shares
    Change vs previous 13F -96,512 shares

    0.12% of the 13F portfolio, value $9,674,937.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 442,540 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $12,090,198.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).