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Disclosery

Atria Investments, Inc: SCHW position timeline

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

Atria Investments, Inc held 178,169 SCHW 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 178,169 shares
    Change vs previous 13F +24,982 shares

    0.17% of the 13F portfolio, value $17,414,242.

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

  2. period ended2026-06-30
    13F 153,187 shares
    Change vs previous 13F -16,584 shares

    0.14% of the 13F portfolio, value $14,134,536.

    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 169,771 shares
    Change vs previous 13F -7,525 shares

    0.18% of the 13F portfolio, value $15,955,121.

    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 177,296 shares
    Change vs previous 13F -4,272 shares

    0.2% of the 13F portfolio, value $17,713,676.

    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 181,568 shares
    Change vs previous 13F +981 shares

    0.2% of the 13F portfolio, value $17,334,263.

    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 180,587 shares
    Change vs previous 13F +26,237 shares

    0.19% of the 13F portfolio, value $16,476,759.

    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 154,350 shares
    Change vs previous 13F +13,181 shares

    0.15% of the 13F portfolio, value $12,082,513.

    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 141,169 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,447,949.

    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).