Atria Wealth Solutions, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Atria Wealth Solutions, Inc.

  • $8.63 Billion
  • Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 11,401 shares of SCHM stock, worth $878,903. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,401
Previous 12,515 8.9%
Holding current value
$878,903
Previous $942,000 1.49%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$72.89 - $81.43 $81,199 - $90,713
-1,114 Reduced 8.9%
11,401 $928,000
Q4 2023

Feb 02, 2024
BUY
$63.01 - $75.95 $72,650 - $87,570
1,153 Added 10.15%
12,515 $942,000
Q3 2023

Nov 08, 2023
SELL
$66.75 - $73.98 $1,468 - $1,627
-22 Reduced 0.19%
11,362 $768,000
Q2 2023

Aug 03, 2023
BUY
$65.29 - $71.03 $62,547 - $68,046
958 Added 9.19%
11,384 $808,000
Q1 2023

Aug 22, 2023
SELL
$64.24 - $73.9 $49,336 - $56,755
-768 Reduced 6.75%
10,616 $720,000
Q1 2023

Jun 14, 2023
SELL
$64.24 - $73.9 $12,205 - $14,041
-190 Reduced 1.79%
10,426 $707,000
Q1 2023

May 10, 2023
BUY
$64.24 - $73.9 $12,205 - $14,041
190 Added 1.82%
10,616 $720,000
Q4 2022

Aug 30, 2023
SELL
$64.3 - $69.94 $61,599 - $67,002
-958 Reduced 8.42%
10,426 $684,000
Q4 2022

Feb 13, 2023
SELL
$64.3 - $69.94 $357,636 - $389,006
-5,562 Reduced 34.79%
10,426 $684,000
Q3 2022

Feb 13, 2023
BUY
N/A
334 Added 2.13%
15,988 $0
Q3 2022

Nov 14, 2022
BUY
N/A
181 Added 1.17%
15,654 $958,000
Q2 2022

Aug 15, 2022
BUY
N/A
690 Added 4.67%
15,473 $971,000
Q1 2022

May 16, 2022
BUY
N/A
14,783 New
14,783 $1.12 Million

Others Institutions Holding SCHM

# of Institutions
903
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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