Atria Wealth Solutions, Inc. Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 557,436 shares of SCHD stock, worth $15.2 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

557,436

Previous 1,362,043 59.07%

Holding current value

$15.2 Million

Previous $38.1 Million 61.21%

% of portfolio

0.36%

Previous 0.48%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$24.32 - $27.87 $19.6 Million - $22.4 Million	-804,607 Reduced 59.07%	557,436 $14.8 Million
Q1 2025 May 09, 2025	SELL	$27.01 - $28.54 $77,464 - $81,852	-2,868 Reduced 0.21%	1,362,043 $38.1 Million
Q4 2024 Jan 31, 2025	BUY	$26.93 - $84.95 $24.6 Million - $77.5 Million	912,015 Added 201.37%	1,364,911 $37.3 Million
Q3 2024 Nov 08, 2024	BUY	$77.02 - $85.06 $235,527 - $260,113	3,058 Added 0.68%	452,896 $38.3 Million
Q2 2024 Jul 22, 2024	BUY	$75.81 - $80.15 $1.02 Million - $1.07 Million	13,410 Added 3.07%	449,838 $35 Million
Q1 2024 May 13, 2024	SELL	$75.25 - $80.63 $3.91 Million - $4.19 Million	-52,022 Reduced 10.65%	436,428 $35.2 Million
Q4 2023 Feb 02, 2024	SELL	$66.9 - $76.32 $1.79 Million - $2.04 Million	-26,728 Reduced 5.19%	488,450 $37.2 Million
Q3 2023 Nov 08, 2023	BUY	$70.63 - $75.66 $57,987 - $62,116	821 Added 0.16%	515,178 $36.5 Million
Q2 2023 Aug 03, 2023	SELL	$69.18 - $73.94 $4.94 Million - $5.28 Million	-71,417 Reduced 12.19%	514,357 $37.4 Million
Q1 2023 Aug 22, 2023	BUY	$70.28 - $78.03 $2.94 Million - $3.26 Million	41,817 Added 8.13%	556,174 $40.7 Million
Q1 2023 Jun 14, 2023	BUY	$70.28 - $78.03 $2.08 Million - $2.31 Million	29,600 Added 5.32%	585,774 $42.9 Million
Q1 2023 May 10, 2023	SELL	$70.28 - $78.03 $2.59 Million - $2.87 Million	-36,816 Reduced 6.21%	556,174 $40.7 Million
Q4 2022 Aug 30, 2023	BUY	$67.16 - $79.06 $4.8 Million - $5.65 Million	71,417 Added 13.88%	585,774 $44.2 Million
Q4 2022 Feb 13, 2023	BUY	$67.16 - $79.06 $4.58 Million - $5.4 Million	68,251 Added 13.01%	592,990 $44.8 Million
Q3 2022 Feb 13, 2023	BUY	$66.43 - $77.87 $5.24 Million - $6.14 Million	78,856 Added 17.69%	524,739 $0
Q3 2022 Nov 14, 2022	BUY	$66.43 - $77.87 $8.98 Million - $10.5 Million	135,194 Added 43.51%	445,883 $29.8 Million
Q2 2022 Aug 15, 2022	SELL	$70.31 - $80.24 $226,187 - $258,132	-3,217 Reduced 1.02%	310,689 $22.3 Million
Q1 2022 May 16, 2022	BUY	$75.14 - $81.94 $23.6 Million - $25.7 Million	313,906 New	313,906 $24.8 Million

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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