Atria Investments LLC Schwab Strategic Tr Us Emergin Transaction History

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025

A detailed history of Atria Investments LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Atria Investments LLC holds 222,631 shares of SCHE stock, worth $6.51 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
222,631
Previous 221,378 0.57%
Holding current value
$6.51 Million
Previous $5.9 Million 4.11%
% of portfolio
0.08%
Previous 0.08%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$25.81 - $28.52 $32,339 - $35,735
1,253 Added 0.57%
222,631 $6.14 Million
Q4 2024

Feb 06, 2025
BUY
$26.63 - $30.23 $197,781 - $224,518
7,427 Added 3.47%
221,378 $5.9 Million
Q3 2024

Nov 01, 2024
BUY
$25.45 - $29.53 $128,547 - $149,156
5,051 Added 2.42%
213,951 $6.24 Million
Q2 2024

Aug 13, 2024
BUY
$24.67 - $27.2 $76,180 - $83,993
3,088 Added 1.5%
208,900 $5.55 Million
Q1 2024

May 21, 2024
BUY
$23.47 - $25.45 $8,613 - $9,340
367 Added 0.18%
205,812 $5.2 Million
Q4 2023

Feb 14, 2024
BUY
$23.04 - $24.89 $380,897 - $411,481
16,532 Added 8.75%
205,445 $5.09 Million
Q3 2023

Nov 07, 2023
BUY
$23.83 - $26.11 $153,917 - $168,644
6,459 Added 3.54%
188,913 $4.52 Million
Q2 2023

Aug 04, 2023
SELL
$23.66 - $25.54 $3.86 Million - $4.16 Million
-162,942 Reduced 47.18%
182,454 $4.49 Million
Q1 2023

May 10, 2023
SELL
$23.32 - $26.39 $302,810 - $342,674
-12,985 Reduced 3.62%
345,396 $8.47 Million
Q4 2022

Jan 31, 2023
BUY
$21.59 - $24.95 $453,972 - $524,623
21,027 Added 6.23%
358,381 $8.48 Million
Q3 2022

Nov 01, 2022
SELL
$22.4 - $25.83 $2.29 Million - $2.64 Million
-102,238 Reduced 23.26%
337,354 $7.56 Million
Q2 2022

Aug 11, 2022
BUY
$24.51 - $28.87 $2.85 Million - $3.36 Million
116,451 Added 36.04%
439,592 $11.2 Million
Q1 2022

May 02, 2022
BUY
$25.61 - $30.82 $64,511 - $77,635
2,519 Added 0.79%
323,141 $8.97 Million
Q4 2021

Feb 04, 2022
BUY
$28.68 - $31.96 $4.82 Million - $5.37 Million
167,891 Added 109.93%
320,622 $9.5 Million
Q3 2021

Nov 16, 2021
BUY
$29.81 - $32.7 $251,805 - $276,216
8,447 Added 5.85%
152,731 $4.66 Million
Q2 2021

Aug 10, 2021
BUY
$31.06 - $33.61 $735,034 - $795,380
23,665 Added 19.62%
144,284 $4.74 Million
Q1 2021

May 11, 2021
SELL
$30.78 - $34.63 $1.14 Million - $1.29 Million
-37,168 Reduced 23.56%
120,619 $3.83 Million
Q4 2020

Feb 12, 2021
SELL
$26.72 - $30.68 $2,271 - $2,607
-85 Reduced 0.05%
157,787 $4.84 Million
Q3 2020

Nov 05, 2020
BUY
$24.69 - $27.71 $299,761 - $336,427
12,141 Added 8.33%
157,872 $4.23 Million
Q2 2020

Sep 22, 2020
BUY
$19.87 - $25.05 $2.9 Million - $3.65 Million
145,731 New
145,731 $3.55 Million
Q1 2020

May 15, 2020
SELL
$18.68 - $28.22 $613,862 - $927,365
-32,862 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$24.83 - $27.51 $211,427 - $234,247
8,515 Added 34.97%
32,862 $899,000
Q3 2019

Nov 14, 2019
SELL
$25.08 - $25.94 $351 - $363
-14 Reduced 0.06%
24,347 $612,000
Q2 2019

Aug 26, 2019
BUY
N/A
1,643 Added 7.23%
24,361 $590,000
Q2 2019

Aug 09, 2019
SELL
N/A
-251,190 Reduced 91.71%
22,718 $1.7 Million
Q1 2019

May 15, 2019
SELL
N/A
-33,861 Reduced 11.0%
273,908 $7.12 Million
Q4 2018

Feb 12, 2019
BUY
N/A
280,490 Added 1028.23%
307,769 $7.24 Million
Q3 2018

Oct 09, 2018
SELL
N/A
-91,274 Reduced 76.99%
27,279 $701,000
Q2 2018

Jul 13, 2018
SELL
N/A
-265,893 Reduced 69.16%
118,553 $3.07 Million
Q1 2018

Apr 30, 2018
BUY
N/A
198,628 Added 106.89%
384,446 $11 Million
Q4 2017

Jan 16, 2018
SELL
N/A
-69,134 Reduced 27.12%
185,818 $5.19 Million
Q3 2017

Oct 12, 2017
BUY
N/A
254,952
254,952 $6.86 Million

Others Institutions Holding SCHE

# of Institutions
847
Shares Held
150M
Call Options Held
30.5K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Atria Investments LLC Portfolio

Follow Atria Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email