Atria Investments LLC Schwab Us Aggregate Bond ETF Transaction History

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025

A detailed history of Atria Investments LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Atria Investments LLC holds 108,310 shares of SCHZ stock, worth $2.47 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
108,310
Previous 72,433 49.53%
Holding current value
$2.47 Million
Previous $1.64 Million 52.55%
% of portfolio
0.03%
Previous 0.02%

Shares

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

May 06, 2025
BUY
$22.46 - $23.26 $805,797 - $834,499
35,877 Added 49.53%
108,310 $2.51 Million
Q4 2024

Feb 06, 2025
BUY
$22.63 - $47.53 $229,015 - $481,003
10,120 Added 16.24%
72,433 $1.64 Million
Q3 2024

Nov 01, 2024
SELL
$45.2 - $47.87 $24,995 - $26,472
-553 Reduced 0.88%
62,313 $2.96 Million
Q2 2024

Aug 13, 2024
SELL
$44.66 - $45.99 $442,357 - $455,530
-9,905 Reduced 13.61%
62,866 $2.87 Million
Q1 2024

May 21, 2024
BUY
$45.44 - $46.67 $202,480 - $207,961
4,456 Added 6.52%
72,771 $3.35 Million
Q4 2023

Feb 14, 2024
SELL
$43.09 - $46.83 $322,442 - $350,428
-7,483 Reduced 9.87%
68,315 $3.18 Million
Q3 2023

Nov 07, 2023
BUY
$44.14 - $46.33 $406,352 - $426,513
9,206 Added 13.82%
75,798 $3.35 Million
Q2 2023

Aug 04, 2023
BUY
$45.86 - $47.33 $1.43 Million - $1.48 Million
31,240 Added 88.37%
66,592 $3.07 Million
Q1 2023

May 10, 2023
BUY
$45.33 - $47.44 $1.6 Million - $1.68 Million
35,352 New
35,352 $1.66 Million
Q1 2020

May 15, 2020
SELL
$50.33 - $56.09 $1.52 Million - $1.7 Million
-30,281 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$53.21 - $54.14 $10,961 - $11,152
206 Added 0.68%
30,281 $1.62 Million
Q3 2019

Nov 14, 2019
SELL
$53.15 - $53.86 $37,842 - $38,348
-712 Reduced 2.31%
30,075 $1.62 Million
Q2 2019

Aug 26, 2019
BUY
N/A
30,787 New
30,787 $1.66 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-43,423 Closed
0 $0
Q1 2019

May 15, 2019
BUY
N/A
7,121 Added 19.62%
43,423 $2.25 Million
Q4 2018

Feb 12, 2019
SELL
N/A
-628 Reduced 1.7%
36,302 $1.84 Million
Q3 2018

Oct 09, 2018
BUY
N/A
4,011 Added 12.18%
36,930 $1.86 Million
Q2 2018

Jul 13, 2018
SELL
N/A
-4,583 Reduced 12.22%
32,919 $1.67 Million
Q1 2018

Apr 30, 2018
SELL
N/A
-4,351 Reduced 10.4%
37,502 $1.91 Million
Q4 2017

Jan 16, 2018
BUY
N/A
13,232 Added 46.23%
41,853 $2.18 Million
Q3 2017

Oct 12, 2017
BUY
N/A
28,621
28,621 $1.5 Million

Others Institutions Holding SCHZ

# of Institutions
702
Shares Held
173M
Call Options Held
1.7K
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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