Atria Investments LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Atria Investments LLC

$8.14 Billion
Q3 2025

A detailed history of Atria Investments LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Atria Investments LLC holds 46,395 shares of SCHI stock, worth $1.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

46,395

Previous 111,243 58.29%

Holding current value

$1.06 Million

Previous $2.53 Million 57.72%

% of portfolio

0.01%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$22.45 - $23.2 $1.46 Million - $1.5 Million	-64,848 Reduced 58.29%	46,395 $1.07 Million
Q2 2025 Aug 04, 2025	SELL	$21.85 - $22.76 $424,458 - $442,135	-19,426 Reduced 14.87%	111,243 $2.53 Million
Q1 2025 May 06, 2025	SELL	$21.77 - $22.56 $14,716 - $15,250	-676 Reduced 0.51%	130,669 $2.93 Million
Q4 2024 Feb 06, 2025	BUY	$22.02 - $46.16 $2.5 Million - $5.25 Million	113,646 Added 642.1%	131,345 $2.9 Million
Q3 2024 Nov 01, 2024	BUY	$43.73 - $46.29 $518,681 - $549,045	11,861 Added 203.17%	17,699 $816,000
Q2 2024 Aug 13, 2024	BUY	$43.11 - $44.42 $251,676 - $259,323	5,838 New	5,838 $257,000

Others Institutions Holding SCHI

# of Institutions

251

Shares Held

52.2M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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Atria Investments LLC Schwab Strategic Tr 5 10 Yr C Transaction History