Atria Investments LLC Schwab Strategic Tr Us Large C Transaction History

Atria Investments LLC

$6.92 Billion
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	N/A	-4,207 Closed	0 $0
Q4 2019 Feb 11, 2020	SELL	N/A	-29,143 Reduced 87.39%	4,207 $253,000
Q3 2019 Nov 14, 2019	SELL	N/A	-1,635 Reduced 4.67%	33,350 $1.89 Million
Q2 2019 Aug 26, 2019	BUY	N/A	24,930 Added 247.94%	34,985 $1.91 Million
Q2 2019 Aug 09, 2019	SELL	N/A	-188,148 Reduced 94.93%	10,055 $453,000

Q1 2019 May 15, 2019	SELL	N/A	-63,634 Reduced 24.3%	198,203 $10.9 Million
Q4 2018 Feb 12, 2019	BUY	N/A	226,999 Added 651.58%	261,837 $12.9 Million
Q3 2018 Oct 09, 2018	SELL	N/A	-52,597 Reduced 60.16%	34,838 $1.95 Million
Q2 2018 Jul 13, 2018	SELL	N/A	-136,948 Reduced 61.03%	87,435 $4.65 Million
Q1 2018 Apr 30, 2018	SELL	N/A	-63,944 Reduced 22.18%	224,383 $11.9 Million
Q4 2017 Jan 16, 2018	BUY	N/A	152,262 Added 111.9%	288,327 $15.8 Million
Q3 2017 Oct 12, 2017	BUY	N/A	136,065	136,065 $7.05 Million

Others Institutions Holding SCHV

# of Institutions

786

Shares Held

103M

Call Options Held

9.1K

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

19M
Shares

$1.45 Billion
3.26% of portfolio
Mather Group, Llc. Chicago, IL

11.1M
Shares

$847 Million
10.09% of portfolio
Sei Investments CO Oaks, PA

10.9M
Shares

$833 Million
1.25% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.58M
Shares

$348 Million
0.8% of portfolio
Avantax Planning Partners, Inc.

4.1M
Shares

$312 Million
10.12% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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