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 23,282 shares of SCHA stock, worth $626,751. This represents 0.01% of its overall portfolio holdings.

Number of Shares
23,282
Previous 20,929 11.24%
Holding current value
$626,751
Previous $993,000 20.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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