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

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

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 52,120 shares of SCHO stock, worth $1.27 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

52,120

Previous 79,892 34.76%

Holding current value

$1.27 Million

Previous $1.94 Million 34.67%

% of portfolio

0.03%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$24.19 - $24.45 $671,804 - $679,025	-27,772 Reduced 34.76%	52,120 $1.27 Million
Q1 2025 May 09, 2025	SELL	$24.1 - $24.34 $2.88 Million - $2.9 Million	-119,343 Reduced 59.9%	79,892 $1.94 Million
Q4 2024 Jan 31, 2025	BUY	$24.06 - $48.88 $3.77 Million - $7.66 Million	156,810 Added 369.62%	199,235 $4.79 Million
Q3 2024 Nov 08, 2024	SELL	$47.93 - $49.06 $126,343 - $129,322	-2,636 Reduced 5.85%	42,425 $2.08 Million
Q2 2024 Jul 22, 2024	BUY	$47.75 - $48.13 $799,764 - $806,129	16,749 Added 59.16%	45,061 $2.17 Million
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	$47.89 - $48.47 $9.81 Million - $9.93 Million	-204,842 Reduced 95.23%	10,257 $494,000
Q4 2022 Feb 13, 2023	SELL	$47.89 - $48.47 $1.4 Million - $1.42 Million	-29,251 Reduced 74.04%	10,257 $494,000
Q3 2022 Feb 13, 2023	SELL	$48.15 - $49.37 $2.15 Million - $2.21 Million	-44,707 Reduced 53.09%	39,508 $0
Q3 2022 Nov 14, 2022	BUY	$48.15 - $49.37 $1.77 Million - $1.82 Million	36,795 Added 77.59%	84,215 $4.11 Million
Q2 2022 Aug 15, 2022	BUY	$48.73 - $49.59 $1.29 Million - $1.31 Million	26,382 Added 125.4%	47,420 $2.33 Million
Q1 2022 May 16, 2022	BUY	$49.47 - $50.82 $1.04 Million - $1.07 Million	21,038 New	21,038 $1.04 Million

Others Institutions Holding SCHO

# of Institutions

699

Shares Held

313M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

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