Atria Wealth Solutions, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Atria Wealth Solutions, Inc.
- $8.89 Billion
- Q3 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 10,744 shares of SCHM stock, worth $299,005. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,744
Previous 10,926
1.67%
Holding current value
$299,005
Previous $850,000
4.94%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$722 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66 Million0.18% of portfolio