Atria Wealth Solutions, Inc. Schwab Strategic Tr Us Broad M Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 69,029 shares of SCHB stock, worth $4.58 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

69,029

Previous 88,588 22.08%

Holding current value

$4.58 Million

Previous $5.41 Million 19.77%

% of portfolio

0.05%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$57.57 - $63.3 $1.13 Million - $1.24 Million	-19,559 Reduced 22.08%	69,029 $4.34 Million
Q1 2024 May 13, 2024	SELL	$54.61 - $61.05 $356,166 - $398,168	-6,522 Reduced 6.86%	88,588 $5.41 Million
Q4 2023 Feb 02, 2024	BUY	$47.61 - $55.91 $1.03 Million - $1.21 Million	21,696 Added 29.55%	95,110 $5.29 Million
Q3 2023 Nov 08, 2023	SELL	$49.59 - $53.57 $1.62 Million - $1.75 Million	-32,759 Reduced 30.85%	73,414 $3.66 Million
Q2 2023 Aug 03, 2023	SELL	$47.08 - $51.7 $11,016 - $12,097	-234 Reduced 0.22%	106,173 $5.49 Million
Q1 2023 Aug 22, 2023	SELL	$44.47 - $49.23 $149,107 - $165,068	-3,353 Reduced 3.16%	102,820 $4.92 Million
Q1 2023 Jun 14, 2023	BUY	$44.47 - $49.23 $159,513 - $176,588	3,587 Added 3.49%	106,407 $5.09 Million
Q1 2023 May 10, 2023	SELL	$44.47 - $49.23 $206,296 - $228,377	-4,639 Reduced 4.32%	102,820 $4.92 Million
Q4 2022 Aug 30, 2023	BUY	$41.94 - $47.81 $9,813 - $11,187	234 Added 0.22%	106,407 $4.77 Million
Q4 2022 Feb 13, 2023	SELL	$41.94 - $47.81 $1.92 Million - $2.19 Million	-45,845 Reduced 29.9%	107,459 $4.82 Million
Q3 2022 Feb 13, 2023	BUY	$41.99 - $50.63 $3,569 - $4,303	85 Added 0.06%	153,304 $0
Q3 2022 Nov 14, 2022	BUY	$41.99 - $50.63 $183,958 - $221,810	4,381 Added 2.94%	153,219 $6.57 Million
Q2 2022 Aug 15, 2022	SELL	$42.93 - $53.98 $276,426 - $347,577	-6,439 Reduced 4.15%	148,838 $6.58 Million
Q1 2022 May 16, 2022	BUY	$49.15 - $56.85 $7.63 Million - $8.83 Million	155,277 New	155,277 $8.29 Million

Others Institutions Holding SCHB

# of Institutions

1,147

Shares Held

165M

Call Options Held

188K

Put Options Held

19.4K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Atria Wealth Solutions, Inc. Schwab Strategic Tr Us Broad M Transaction History