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

Atria Wealth Solutions, Inc.

  • $8.63 Billion
  • Q1 2024

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 436,428 shares of SCHD stock, worth $33.8 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
436,428
Previous 488,450 10.65%
Holding current value
$33.8 Million
Previous $37.2 Million 5.37%
% of portfolio
0.41%
Previous 0.48%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$73.08 - $79.06 $5.22 Million - $5.65 Million
71,417 Added 13.88%
585,774 $44.2 Million
Q4 2022

Feb 13, 2023
BUY
$73.08 - $79.06 $4.99 Million - $5.4 Million
68,251 Added 13.01%
592,990 $44.8 Million
Q3 2022

Feb 13, 2023
BUY
N/A
78,856 Added 17.69%
524,739 $0
Q3 2022

Nov 14, 2022
BUY
N/A
135,194 Added 43.51%
445,883 $29.8 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-3,217 Reduced 1.02%
310,689 $22.3 Million
Q1 2022

May 16, 2022
BUY
N/A
313,906 New
313,906 $24.8 Million

Others Institutions Holding SCHD

# of Institutions
1,641
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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