Atria Investments LLC Schwab Strategic U.S. Mid Cap Transaction History

Atria Investments LLC

  • $7.36 Billion
  • Q2 2024

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023
SELL
$64.24 - $73.9 $1.84 Million - $2.12 Million
-28,698 Reduced 60.94%
18,398 $1.25 Million
Q4 2022

Jan 31, 2023
SELL
$61.05 - $69.94 $9,035 - $10,351
-148 Reduced 0.31%
47,096 $3.09 Million
Q3 2022

Nov 01, 2022
SELL
$60.5 - $72.51 $3.24 Million - $3.88 Million
-53,489 Reduced 53.1%
47,244 $2.86 Million
Q2 2022

Aug 11, 2022
BUY
$60.91 - $76.4 $2.14 Million - $2.68 Million
35,098 Added 53.47%
100,733 $6.32 Million
Q1 2022

May 02, 2022
SELL
$70.66 - $80.89 $1.22 Million - $1.4 Million
-17,313 Reduced 20.87%
65,635 $4.98 Million
Q4 2021

Feb 04, 2022
BUY
$76.01 - $83.39 $2.46 Million - $2.7 Million
32,373 Added 64.01%
82,948 $6.67 Million
Q3 2021

Nov 16, 2021
BUY
$74.65 - $80.95 $2.64 Million - $2.87 Million
35,406 Added 233.41%
50,575 $3.88 Million
Q2 2021

Aug 10, 2021
SELL
$74.64 - $79.12 $1.42 Million - $1.51 Million
-19,043 Reduced 55.66%
15,169 $1.19 Million
Q1 2021

May 11, 2021
SELL
$67.07 - $76.85 $1.08 Million - $1.24 Million
-16,114 Reduced 32.02%
34,212 $2.55 Million
Q4 2020

Feb 12, 2021
SELL
$55.93 - $68.45 $41,164 - $50,379
-736 Reduced 1.44%
50,326 $3.43 Million
Q3 2020

Nov 05, 2020
SELL
$51.99 - $58.83 $603,863 - $683,310
-11,615 Reduced 18.53%
51,062 $2.83 Million
Q2 2020

Sep 22, 2020
BUY
$39.01 - $57.03 $2.45 Million - $3.57 Million
62,677 New
62,677 $3.3 Million
Q1 2020

May 15, 2020
SELL
$35.83 - $62.24 $1.38 Million - $2.4 Million
-38,539 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$54.56 - $60.24 $611,126 - $674,748
11,201 Added 40.97%
38,539 $2.32 Million
Q3 2019

Nov 14, 2019
BUY
$56.23 - $57.59 $9,671 - $9,905
172 Added 0.63%
27,338 $1.55 Million
Q2 2019

Aug 26, 2019
BUY
N/A
27,166 New
27,166 $1.49 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-10,099 Closed
0 $0
Q1 2019

May 15, 2019
BUY
N/A
839 Added 9.06%
10,099 $559,000
Q4 2018

Feb 12, 2019
SELL
N/A
-3,604 Reduced 28.02%
9,260 $444,000
Q3 2018

Oct 09, 2018
SELL
N/A
-80 Reduced 0.62%
12,864 $744,000
Q2 2018

Jul 13, 2018
SELL
N/A
-1,301 Reduced 9.13%
12,944 $710,000
Q1 2018

Apr 30, 2018
SELL
N/A
-45,223 Reduced 76.05%
14,245 $753,000
Q4 2017

Jan 16, 2018
BUY
N/A
47,838 Added 411.33%
59,468 $3.17 Million
Q3 2017

Oct 12, 2017
BUY
N/A
11,630
11,630 $583,000

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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