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Atria Investments, Inc > SCHD

DateNameTickerSharesChangeValueChangePrice
06/30/2023Schwab US Dividend Equity ETFSCHD154,183-32,73311,196,758,000-2,478,030,000$72,619.93
03/31/2023Schwab US Dividend Equity ETFSCHD186,91667,44813,674,788,0004,650,121,000$73,160.07
12/31/2022Schwab US Dividend Equity ETFSCHD119,4681,5489,024,667,0009,016,834,000$75,540.45
09/30/2022Schwab US Dividend Equity ETFSCHD117,92047,3987,833,0002,782,000$66.43
06/30/2022Schwab US Dividend Equity ETFSCHD70,522-8,5415,051,000-1,186,000$71.62
03/31/2022Schwab US Dividend Equity ETFSCHD79,063-10,7176,237,000-1,020,000$78.89
12/31/2021Schwab US Dividend Equity ETFSCHD89,780-1,0397,257,000515,000$80.83
09/30/2021Schwab US Dividend Equity ETFSCHD90,81917,0116,742,0001,360,000$74.24
03/31/2021Schwab US Dividend Equity ETFSCHD73,80811,8945,382,0001,411,000$72.92
12/31/2020Schwab US Dividend Equity ETFSCHD61,91411,3483,971,0001,175,000$64.14
09/30/2020Schwab US Dividend Equity ETFSCHD50,56650,5662,796,0002,796,000$55.29
03/31/2020Schwab US Dividend Equity ETFSCHD0-37,4380-2,168,000 
12/31/2019Schwab US Dividend Equity ETFSCHD37,43813,2742,168,000844,000$57.91
09/30/2019Schwab US Dividend Equity ETFSCHD24,164-5051,324,00046,000$54.79
06/30/2019Schwab US Dividend Equity ETFSCHD24,6692,5751,278,000123,000$51.81
03/31/2019Schwab US Dividend Equity ETFSCHD22,09411,9671,155,000679,000$52.28
12/31/2018Schwab US Dividend Equity ETFSCHD10,1272,578476,00076,000$47.00
09/30/2018Schwab US Dividend Equity ETFSCHD7,549-120400,00022,000$52.99
06/30/2018Schwab US Dividend Equity ETFSCHD7,66914378,0003,000$49.29
03/31/2018Schwab US Dividend Equity ETFSCHD7,655-149,041375,000-7,643,000$48.99
12/31/2017Schwab US Dividend Equity ETFSCHD156,69684,9458,018,0004,660,000$51.17
09/30/2017Schwab US Dividend Equity ETFSCHD71,75171,7513,358,0003,358,000$46.80
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