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Schwab U S Large Cap Growth ETF shares owned by Atria Investments

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 115k 92.72
2023-12-31 $9.5M 115k 82.96
2023-09-30 $5.2M 72k 72.72
2023-06-30 $3.8M 50k 74.95
2023-03-31 $4.4M 68k 65.17
2022-12-31 $2.4M 42k 55.56
2022-09-30 $1.9M 33k 55.80
2022-06-30 $4.2M 72k 58.00
2022-03-31 $8.0M 107k 74.82
2021-12-31 $8.0M 49k 163.76
2021-09-30 $6.6M 45k 148.09
2021-06-30 $4.2M 29k 145.96
2021-03-31 $4.9M 38k 129.78
2020-12-31 $9.1M 71k 128.41
2020-09-30 $8.1M 70k 115.17
2020-06-30 $7.0M 69k 101.54
2019-12-31 $7.4M 80k 92.91
2019-09-30 $1.3M 16k 84.02
2019-06-30 $920k 11k 82.42
2019-03-31 $14M 179k 79.43
2018-12-31 $10M 146k 68.93
2018-09-30 $13M 154k 82.02
2018-06-30 $8.7M 115k 75.78
2018-03-31 $13M 176k 71.71
2017-12-31 $14M 201k 70.71
2017-09-30 $12M 177k 66.07
2017-06-30 $9.5M 150k 63.20
2017-03-31 $8.4M 138k 60.48
2016-12-31 $6.2M 111k 55.83
2016-09-30 $338k 6.1k 55.42