Atria Wealth Solutions, Inc. Schwab Strategic Tr Us Small C Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 30,017 shares of SCHA stock, worth $840,175. This represents 0.02% of its overall portfolio holdings.

Number of Shares

30,017

Previous 30,544 1.73%

Holding current value

$840,175

Previous $715,000 6.15%

% of portfolio

0.02%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$20.42 - $25.3 $10,761 - $13,333	-527 Reduced 1.73%	30,017 $759,000
Q1 2025 May 09, 2025	SELL	$23.16 - $27.04 $1.39 Million - $1.62 Million	-60,081 Reduced 66.3%	30,544 $715,000
Q4 2024 Jan 31, 2025	BUY	$25.33 - $51.16 $1.71 Million - $3.45 Million	67,343 Added 289.25%	90,625 $2.34 Million
Q3 2024 Nov 08, 2024	BUY	$46.9 - $51.96 $110,355 - $122,261	2,353 Added 11.24%	23,282 $1.2 Million
Q2 2024 Jul 22, 2024	SELL	$45.24 - $49.04 $282,659 - $306,401	-6,248 Reduced 22.99%	20,929 $993,000
Q1 2024 May 13, 2024	SELL	$44.84 - $49.24 $214,155 - $235,170	-4,776 Reduced 14.95%	27,177 $1.34 Million
Q4 2023 Feb 02, 2024	BUY	$38.13 - $48.02 $393,654 - $495,758	10,324 Added 47.73%	31,953 $1.51 Million
Q3 2023 Nov 08, 2023	SELL	$40.85 - $46.1 $200,982 - $226,812	-4,920 Reduced 18.53%	21,629 $895,000
Q2 2023 Aug 03, 2023	BUY	$39.91 - $43.82 $341,908 - $375,405	8,567 Added 47.64%	26,549 $1.16 Million
Q1 2023 Aug 22, 2023	SELL	$39.82 - $46.36 $152,072 - $177,048	-3,819 Reduced 14.38%	22,730 $953,000
Q1 2023 Jun 14, 2023	SELL	$39.82 - $46.36 $189,065 - $220,117	-4,748 Reduced 20.89%	17,982 $753,000
Q1 2023 May 10, 2023	BUY	$39.82 - $46.36 $189,065 - $220,117	4,748 Added 26.4%	22,730 $953,000
Q4 2022 Aug 30, 2023	SELL	$38.25 - $43.54 $327,687 - $373,007	-8,567 Reduced 32.27%	17,982 $728,000
Q4 2022 Feb 13, 2023	BUY	$38.25 - $43.54 $105,608 - $120,213	2,761 Added 18.14%	17,982 $728,000
Q3 2022 Feb 13, 2023	SELL	$37.65 - $45.9 $1.31 Million - $1.6 Million	-34,903 Reduced 69.63%	15,221 $0
Q3 2022 Nov 14, 2022	BUY	$37.65 - $45.9 $1.08 Million - $1.31 Million	28,610 Added 132.98%	50,124 $1.96 Million
Q2 2022 Aug 15, 2022	SELL	$37.88 - $48.01 $244,022 - $309,280	-6,442 Reduced 23.04%	21,514 $839,000
Q1 2022 May 16, 2022	BUY	$44.42 - $51.73 $1.24 Million - $1.45 Million	27,956 New	27,956 $1.32 Million

Others Institutions Holding SCHA

# of Institutions

1,277

Shares Held

257M

Call Options Held

61.6K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Schwab Strategic Tr Us Small C Transaction History