Atria Wealth Solutions, Inc. Schwab Strategic Tr Long Term Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

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 47,269 shares of SCHQ stock, worth $1.48 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

47,269

Previous 9,288 408.93%

Holding current value

$1.48 Million

Previous $291,000 431.96%

% of portfolio

0.02%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$30.72 - $33.22 $1.17 Million - $1.26 Million	37,981 Added 408.93%	47,269 $1.55 Million
Q4 2024 Jan 31, 2025	SELL	$31.33 - $35.13 $207,185 - $232,314	-6,613 Reduced 41.59%	9,288 $291,000
Q3 2024 Nov 08, 2024	BUY	$32.17 - $35.98 $163,166 - $182,490	5,072 Added 46.84%	15,901 $556,000
Q2 2024 Jul 22, 2024	SELL	$31.45 - $33.71 $28,713 - $30,777	-913 Reduced 7.78%	10,829 $355,000
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

# of Institutions

108

Shares Held

18M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
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Atria Wealth Solutions, Inc. Schwab Strategic Tr Long Term Transaction History