Atria Wealth Solutions, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 38,675 shares of SCHF stock, worth $831,512. This represents 0.01% of its overall portfolio holdings.

Number of Shares

38,675

Previous 36,141 7.01%

Holding current value

$831,512

Previous $668,000 14.37%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$18.36 - $20.51 $46,524 - $51,972	2,534 Added 7.01%	38,675 $764,000
Q4 2024 Jan 31, 2025	BUY	$18.41 - $40.87 $83,894 - $186,244	4,557 Added 14.43%	36,141 $668,000
Q3 2024 Nov 08, 2024	BUY	$36.98 - $41.55 $368,283 - $413,796	9,959 Added 46.05%	31,584 $1.3 Million
Q2 2024 Jul 22, 2024	SELL	$37.19 - $39.82 $399,792 - $428,065	-10,750 Reduced 33.2%	21,625 $830,000
Q1 2024 May 13, 2024	SELL	$35.71 - $39.11 $1.54 Million - $1.69 Million	-43,133 Reduced 57.12%	32,375 $1.26 Million
Q4 2023 Feb 02, 2024	BUY	$32.37 - $37.01 $440,911 - $504,113	13,621 Added 22.01%	75,508 $2.79 Million
Q3 2023 Nov 08, 2023	SELL	$33.82 - $36.71 $505,135 - $548,300	-14,936 Reduced 19.44%	61,887 $2.1 Million
Q2 2023 Aug 03, 2023	BUY	$34.48 - $36.54 $1.81 Million - $1.92 Million	52,562 Added 216.65%	76,823 $2.74 Million
Q1 2023 Aug 22, 2023	BUY	$32.42 - $35.44 $74,371 - $81,299	2,294 Added 2.99%	79,117 $2.75 Million
Q1 2023 Jun 14, 2023	SELL	$32.42 - $35.44 $1.78 Million - $1.94 Million	-54,856 Reduced 69.34%	24,261 $844,000
Q1 2023 May 10, 2023	BUY	$32.42 - $35.44 $1.78 Million - $1.94 Million	54,856 Added 226.11%	79,117 $2.75 Million
Q4 2022 Aug 30, 2023	SELL	$28.0 - $33.87 $1.47 Million - $1.78 Million	-52,562 Reduced 68.42%	24,261 $781,000
Q4 2022 Feb 13, 2023	SELL	$28.0 - $33.87 $93,912 - $113,599	-3,354 Reduced 12.15%	24,261 $781,000
Q3 2022 Feb 13, 2023	BUY	$28.01 - $33.61 $30,530 - $36,634	1,090 Added 4.11%	27,615 $0
Q3 2022 Nov 14, 2022	SELL	$28.01 - $33.61 $16,946 - $20,334	-605 Reduced 2.23%	26,525 $778,000
Q2 2022 Aug 15, 2022	BUY	$31.13 - $37.19 $162,560 - $194,206	5,222 Added 23.84%	27,130 $853,000
Q1 2022 May 16, 2022	BUY	$33.67 - $39.47 $737,642 - $864,708	21,908 New	21,908 $805,000

Others Institutions Holding SCHF

# of Institutions

1,412

Shares Held

1.54B

Call Options Held

52.9K

Put Options Held

3.9K

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About SCHWAB STRATEGIC TR INTL EQTY

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Atria Wealth Solutions, Inc. Schwab Strategic Tr Intl Eqty Transaction History