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

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

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 31,675 shares of SCHM stock, worth $849,206. This represents 0.01% of its overall portfolio holdings.

Number of Shares

31,675

Previous 33,011 4.05%

Holding current value

$849,206

Previous $914,000 9.3%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$25.58 - $29.24 $34,174 - $39,064	-1,336 Reduced 4.05%	31,675 $829,000
Q4 2024 Jan 31, 2025	BUY	$27.54 - $83.04 $613,233 - $1.85 Million	22,267 Added 207.25%	33,011 $914,000
Q3 2024 Nov 08, 2024	SELL	$75.47 - $83.18 $13,735 - $15,138	-182 Reduced 1.67%	10,744 $892,000
Q2 2024 Jul 22, 2024	SELL	$75.69 - $81.19 $35,952 - $38,565	-475 Reduced 4.17%	10,926 $850,000
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	$61.05 - $69.94 $58,485 - $67,002	-958 Reduced 8.42%	10,426 $684,000
Q4 2022 Feb 13, 2023	SELL	$61.05 - $69.94 $339,560 - $389,006	-5,562 Reduced 34.79%	10,426 $684,000
Q3 2022 Feb 13, 2023	BUY	$60.5 - $72.51 $20,207 - $24,218	334 Added 2.13%	15,988 $0
Q3 2022 Nov 14, 2022	BUY	$60.5 - $72.51 $10,950 - $13,124	181 Added 1.17%	15,654 $958,000
Q2 2022 Aug 15, 2022	BUY	$60.91 - $76.4 $42,027 - $52,716	690 Added 4.67%	15,473 $971,000
Q1 2022 May 16, 2022	BUY	$70.66 - $80.89 $1.04 Million - $1.2 Million	14,783 New	14,783 $1.12 Million

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.3K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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