A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 11,742 shares of SCHQ stock, worth $388,542. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,742
Previous 10,340 13.56%
Holding current value
$388,542
Previous $362,000 9.39%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2024

BUY
$32.9 - $35.0 $46,125 - $49,070
1,402 Added 13.56%
11,742 $396,000
Q4 2023

Feb 02, 2024

BUY
$29.71 - $35.56 $307,201 - $367,690
10,340 New
10,340 $362,000

Others Institutions Holding SCHQ

About SCHWAB STRATEGIC TR LONG-TERM


  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

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.