Atria Wealth Solutions, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Aug 22, 2023	BUY	$46.68 - $47.8 $1.72 Million - $1.77 Million	36,935 New	36,935 $1.76 Million
Q1 2023 Jun 14, 2023	BUY	$46.68 - $47.8 $121,881 - $124,805	2,611 Added 7.07%	39,546 $1.88 Million
Q1 2023 May 10, 2023	SELL	$46.68 - $47.8 $121,881 - $124,805	-2,611 Reduced 6.6%	36,935 $1.76 Million
Q4 2022 Aug 30, 2023	BUY	$45.76 - $47.27 $1.81 Million - $1.87 Million	39,546 New	39,546 $1.85 Million
Q4 2022 Feb 13, 2023	SELL	$45.76 - $47.27 $4.7 Million - $4.85 Million	-102,697 Reduced 72.2%	39,546 $1.85 Million
Q3 2022 Nov 14, 2022	BUY	$46.13 - $48.23 $552,591 - $577,747	11,979 Added 9.2%	142,243 $6.59 Million
Q2 2022 Aug 15, 2022	BUY	$46.81 - $48.49 $6.1 Million - $6.32 Million	130,264 New	130,264 $6.19 Million

Others Institutions Holding SCHJ

# of Institutions

100

Shares Held

4.87M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

1.73M
Shares

$42.1 Million
0.02% of portfolio
Columbus Macro, LLC

193K
Shares

$4.7 Million
3.49% of portfolio
Envestnet Asset Management Inc

189K
Shares

$4.62 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

166K
Shares

$4.05 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

164K
Shares

$4.01 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR 1 - 5 YR C

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