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

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 61,946 shares of SCHE stock, worth $1.77 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

61,946

Previous 97,285 36.33%

Holding current value

$1.77 Million

Previous $2.59 Million 34.09%

% of portfolio

0.02%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$25.81 - $28.52 $912,099 - $1.01 Million	-35,339 Reduced 36.33%	61,946 $1.71 Million
Q4 2024 Jan 31, 2025	BUY	$26.63 - $30.23 $732,697 - $831,748	27,514 Added 39.43%	97,285 $2.59 Million
Q3 2024 Nov 08, 2024	BUY	$25.45 - $29.53 $222,000 - $257,590	8,723 Added 14.29%	69,771 $2.04 Million
Q2 2024 Jul 22, 2024	BUY	$24.67 - $27.2 $563,808 - $621,628	22,854 Added 59.84%	61,048 $1.62 Million
Q1 2024 May 13, 2024	BUY	$23.47 - $25.45 $8,214 - $8,907	350 Added 0.92%	38,194 $964,000
Q4 2023 Feb 02, 2024	BUY	$23.04 - $24.89 $871,925 - $941,937	37,844 New	37,844 $938,000

Others Institutions Holding SCHE

# of Institutions

847

Shares Held

150M

Call Options Held

30.5K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

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