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

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

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 97,285 shares of SCHE stock, worth $2.72 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

97,285

Previous 69,771 39.43%

Holding current value

$2.72 Million

Previous $2.04 Million 27.27%

% of portfolio

0.03%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

827

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

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