Atria Investments, Inc's ownership history for SCHW

Atria Investments, Inc currently holds 169.8K shares with a market value of $16.0M. It started holding SCHW on 2024-09-30. At its peak, it held 181.6K shares on 2025-09-30. Its highest holding value was $17.7M on 2025-12-31. At its lowest, it held 141.2K shares on 2024-12-31, with a value of $10.2M on 2024-09-30. In the recent 180 days, Atria Investments, Inc has decreased its shares by 11.8K. In the recent year, Atria Investments, Inc has increased its shares by 15.4K.