Atria Investments LLC Schwab Strategic Tr Us Broad M Transaction History

Atria Investments LLC

  • $7.56 Billion
  • Q3 2024

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$57.57 - $63.3 $226,825 - $249,402
3,940 New
3,940 $247,000
Q1 2021

May 11, 2021
SELL
$44.89 - $48.81 $1.41 Million - $1.53 Million
-31,399 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$39.03 - $45.5 $7,142 - $8,326
183 Added 0.59%
31,399 $2.86 Million
Q3 2020

Nov 05, 2020
BUY
$36.93 - $42.52 $67,655 - $77,896
1,832 Added 6.23%
31,216 $2.49 Million
Q2 2020

Sep 22, 2020
BUY
$28.84 - $38.49 $847,434 - $1.13 Million
29,384 New
29,384 $2.16 Million
Q1 2020

May 15, 2020
SELL
$26.18 - $40.44 $468,543 - $723,754
-17,897 Closed
0 $0
Q4 2019

Feb 11, 2020
SELL
$34.47 - $38.58 $57,702 - $64,582
-1,674 Reduced 8.55%
17,897 $1.38 Million
Q3 2019

Nov 14, 2019
SELL
$35.32 - $36.13 $49,448 - $50,582
-1,400 Reduced 6.68%
19,571 $1.39 Million
Q2 2019

Aug 26, 2019
BUY
N/A
20,971 New
20,971 $1.45 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-36,453 Closed
0 $0
Q1 2019

May 15, 2019
SELL
N/A
-194,277 Reduced 84.2%
36,453 $2.48 Million
Q4 2018

Feb 12, 2019
BUY
N/A
200,670 Added 667.56%
230,730 $13.8 Million
Q3 2018

Oct 09, 2018
BUY
N/A
23,109 Added 332.46%
30,060 $2.12 Million
Q2 2018

Jul 13, 2018
SELL
N/A
-789 Reduced 10.19%
6,951 $459,000
Q1 2018

Apr 30, 2018
BUY
N/A
2,029 Added 35.53%
7,740 $494,000
Q4 2017

Jan 16, 2018
BUY
N/A
17 Added 0.3%
5,711 $368,000
Q3 2017

Oct 12, 2017
BUY
N/A
5,694
5,694 $347,000

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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