Atria Wealth Solutions, Inc. Schwab Strategic Tr 1000 Index Transaction History

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 11,755 shares of SCHK stock, worth $339,837. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,755
Previous 12,241 3.97%
Holding current value
$339,837
Previous $640,000 1.41%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$49.82 - $55.29 $24,212 - $26,870
-486 Reduced 3.97%
11,755 $649,000
Q1 2024

May 13, 2024
BUY
$45.19 - $50.67 $316 - $354
7 Added 0.06%
12,241 $620,000
Q4 2023

Feb 02, 2024
SELL
$39.52 - $46.21 $19,443 - $22,735
-492 Reduced 3.87%
12,234 $563,000
Q3 2023

Nov 08, 2023
BUY
$41.08 - $44.27 $94,935 - $102,307
2,311 Added 22.19%
12,726 $525,000
Q2 2023

Aug 03, 2023
SELL
$38.96 - $42.79 $9,740 - $10,697
-250 Reduced 2.34%
10,415 $445,000
Q1 2023

Aug 22, 2023
BUY
$36.64 - $40.44 $9,160 - $10,110
250 Added 2.4%
10,665 $421,000
Q4 2022

Aug 30, 2023
BUY
$34.56 - $39.43 $8,640 - $9,857
250 Added 2.4%
10,665 $393,000
Q4 2022

Feb 13, 2023
SELL
$34.56 - $39.43 $11,577 - $13,209
-335 Reduced 3.05%
10,665 $393,000
Q3 2022

Nov 14, 2022
SELL
$34.61 - $41.69 $34,610 - $41,690
-1,000 Reduced 8.33%
11,000 $381,000
Q1 2022

May 16, 2022
BUY
$40.46 - $46.8 $485,520 - $561,600
12,000 New
12,000 $528,000

Others Institutions Holding SCHK

# of Institutions
181
Shares Held
39.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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