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Disclosery

Atria Investments, Inc: SCHX position timeline

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

Atria Investments, Inc held 168,832 SCHX 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 168,832 shares
    Change vs previous 13F -18,699 shares

    0.05% of the 13F portfolio, value $5,064,968.

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

  2. period ended2026-06-30
    13F 187,531 shares
    Change vs previous 13F +8,219 shares

    0.06% of the 13F portfolio, value $5,519,029.

    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 179,312 shares
    Change vs previous 13F +1,176 shares

    0.05% of the 13F portfolio, value $4,597,572.

    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 178,136 shares
    Change vs previous 13F -160,001 shares

    0.05% of the 13F portfolio, value $4,793,629.

    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 338,137 shares
    Change vs previous 13F -61,412 shares

    0.1% of the 13F portfolio, value $8,906,522.

    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 399,549 shares
    Change vs previous 13F +22,741 shares

    0.12% of the 13F portfolio, value $9,764,966.

    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 376,808 shares
    Change vs previous 13F +19,924 shares

    0.11% of the 13F portfolio, value $8,319,916.

    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 356,884 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,272,581.

    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).