Atria Wealth Solutions, Inc. Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 909,537 shares of SCHG stock, worth $25.1 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

909,537

Previous 968,201 6.06%

Holding current value

$25.1 Million

Previous $27 Million 15.6%

% of portfolio

0.29%

Previous 0.31%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$24.91 - $29.02 $1.46 Million - $1.7 Million	-58,664 Reduced 6.06%	909,537 $22.8 Million
Q4 2024 Jan 31, 2025	BUY	$25.93 - $105.3 $18.9 Million - $76.9 Million	730,558 Added 307.42%	968,201 $27 Million
Q3 2024 Nov 08, 2024	SELL	$92.63 - $105.69 $1.95 Million - $2.22 Million	-21,017 Reduced 8.13%	237,643 $24.8 Million
Q2 2024 Jul 22, 2024	BUY	$87.04 - $101.61 $1.98 Million - $2.31 Million	22,703 Added 9.62%	258,660 $26.1 Million
Q1 2024 May 13, 2024	BUY	$80.6 - $93.32 $2.88 Million - $3.33 Million	35,735 Added 17.85%	235,957 $21.9 Million
Q4 2023 Feb 02, 2024	BUY	$70.08 - $83.37 $1.53 Million - $1.82 Million	21,870 Added 12.26%	200,222 $16.6 Million
Q3 2023 Nov 08, 2023	BUY	$71.99 - $78.02 $5.88 Million - $6.37 Million	81,656 Added 84.45%	178,352 $13 Million
Q2 2023 Aug 03, 2023	SELL	$63.6 - $74.95 $1.14 Million - $1.34 Million	-17,923 Reduced 15.64%	96,696 $7.25 Million
Q1 2023 Aug 22, 2023	BUY	$54.19 - $65.17 $1.16 Million - $1.4 Million	21,488 Added 22.22%	118,184 $7.7 Million
Q1 2023 Jun 14, 2023	SELL	$54.19 - $65.17 $193,187 - $232,331	-3,565 Reduced 3.02%	114,619 $7.47 Million
Q1 2023 May 10, 2023	BUY	$54.19 - $65.17 $50,234 - $60,412	927 Added 0.79%	118,184 $7.7 Million
Q4 2022 Aug 30, 2023	BUY	$54.31 - $60.76 $973,398 - $1.09 Million	17,923 Added 18.54%	114,619 $6.37 Million
Q4 2022 Feb 13, 2023	SELL	$54.31 - $60.76 $5.37 Million - $6.01 Million	-98,902 Reduced 45.75%	117,257 $6.51 Million
Q3 2022 Feb 13, 2023	SELL	$55.81 - $69.25 $1.62 Million - $2.01 Million	-29,048 Reduced 11.85%	216,159 $0
Q3 2022 Nov 14, 2022	BUY	$55.81 - $69.25 $2.75 Million - $3.41 Million	49,201 Added 25.1%	245,207 $13.9 Million
Q2 2022 Aug 15, 2022	SELL	$55.73 - $76.55 $3.27 Million - $4.5 Million	-58,720 Reduced 23.05%	196,006 $11.4 Million
Q1 2022 May 16, 2022	BUY	$65.63 - $82.62 $16.7 Million - $21 Million	254,726 New	254,726 $19.1 Million

Others Institutions Holding SCHG

# of Institutions

1,498

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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