Atria Wealth Solutions, Inc. Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 968,201 shares of SCHG stock, worth $27.1 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
968,201
Previous 237,643 307.42%
Holding current value
$27.1 Million
Previous $24.8 Million 8.99%
% of portfolio
0.31%
Previous 0.28%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,461
Shares Held
2.26B
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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