Atria Wealth Solutions, Inc. Schwab Short Term Us Treasury Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 28,312 shares of SCHO stock, worth $1.36 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

28,312

Previous 77,079 63.27%

Holding current value

$1.36 Million

Previous $3.73 Million 63.47%

% of portfolio

0.02%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$48.05 - $48.63 $2.34 Million - $2.37 Million	-48,767 Reduced 63.27%	28,312 $1.36 Million
Q4 2023 Feb 02, 2024	SELL	$47.66 - $48.45 $1.08 Million - $1.1 Million	-22,634 Reduced 22.7%	77,079 $3.73 Million
Q3 2023 Nov 08, 2023	SELL	$47.78 - $48.2 $5.51 Million - $5.56 Million	-115,386 Reduced 53.64%	99,713 $4.78 Million
Q2 2023 Aug 03, 2023	BUY	$48.06 - $48.89 $9.84 Million - $10 Million	204,842 Added 1997.09%	215,099 $10.3 Million
Q1 2023 Aug 22, 2023	SELL	$47.8 - $49.0 $9.03 Million - $9.26 Million	-188,940 Reduced 87.84%	26,159 $1.28 Million

Q1 2023 Jun 14, 2023	SELL	$47.8 - $49.0 $760,115 - $779,198	-15,902 Reduced 60.79%	10,257 $500,000
Q1 2023 May 10, 2023	BUY	$47.8 - $49.0 $760,115 - $779,198	15,902 Added 155.04%	26,159 $1.28 Million
Q4 2022 Aug 30, 2023	SELL	$47.91 - $48.47 $9.81 Million - $9.93 Million	-204,842 Reduced 95.23%	10,257 $494,000
Q4 2022 Feb 13, 2023	SELL	$47.91 - $48.47 $1.4 Million - $1.42 Million	-29,251 Reduced 74.04%	10,257 $494,000
Q3 2022 Feb 13, 2023	SELL	N/A	-44,707 Reduced 53.09%	39,508 $0
Q3 2022 Nov 14, 2022	BUY	N/A	36,795 Added 77.59%	84,215 $4.11 Million
Q2 2022 Aug 15, 2022	BUY	N/A	26,382 Added 125.4%	47,420 $2.33 Million
Q1 2022 May 16, 2022	BUY	N/A	21,038 New	21,038 $1.04 Million

Others Institutions Holding SCHO

# of Institutions

614

Shares Held

169M

Call Options Held

13.7K

Put Options Held

20.1K

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Atria Wealth Solutions, Inc. Schwab Short Term Us Treasury Transaction History