A detailed history of Atria Investments LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Atria Investments LLC holds 14,302 shares of SCHV stock, worth $390,444. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,302
Previous 4,948 189.05%
Holding current value
$390,444
Previous $397,000 6.3%
% of portfolio
0.0%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025

BUY
$25.79 - $80.4 $241,239 - $752,061
9,354 Added 189.05%
14,302 $372,000
Q3 2024

Nov 01, 2024

SELL
$73.43 - $80.37 $71,447 - $78,200
-973 Reduced 16.43%
4,948 $397,000
Q2 2024

Aug 13, 2024

BUY
$71.74 - $75.86 $424,772 - $449,167
5,921 New
5,921 $438,000
Q1 2020

May 15, 2020

SELL
$38.4 - $61.03 $161,548 - $256,753
-4,207 Closed
0 $0
Q4 2019

Feb 11, 2020

SELL
$54.73 - $60.25 $1.59 Million - $1.76 Million
-29,143 Reduced 87.39%
4,207 $253,000
Q3 2019

Nov 14, 2019

SELL
$56.56 - $57.5 $92,475 - $94,012
-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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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