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 $823,366. This represents 0.02% of its overall portfolio holdings.

Number of Shares

30,017

Previous 30,544 1.73%

Holding current value

$823,366

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

1,324

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

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About SCHWAB STRATEGIC TR US SMALL-C

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