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Atria Wealth Solutions, Inc.: SCHD position timeline

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

Atria Wealth Solutions, Inc. held 557,436 SCHD shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 557,436 shares
    Change vs previous 13F -804,607 shares

    0.34% of the 13F portfolio, value $14,832,801.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 1,362,043 shares
    Change vs previous 13F -2,868 shares

    0.46% of the 13F portfolio, value $38,082,741.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 1,364,911 shares
    Change vs previous 13F +912,015 shares

    0.41% of the 13F portfolio, value $37,289,344.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 452,896 shares
    Change vs previous 13F +3,058 shares

    0.42% of the 13F portfolio, value $38,283,242.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 449,838 shares
    Change vs previous 13F +13,410 shares

    0.39% of the 13F portfolio, value $35,289,972.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 436,428 shares
    Change vs previous 13F -52,022 shares

    0.4% of the 13F portfolio, value $35,189,196.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 488,450 shares
    Change vs previous 13F -26,728 shares

    0.47% of the 13F portfolio, value $37,185,682.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 515,178 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $36,454,017.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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