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

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024

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 15,901 shares of SCHQ stock, worth $528,867. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,901
Previous 10,829 46.84%
Holding current value
$528,867
Previous $355,000 56.62%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
106
Shares Held
14.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

SCHQ Quotes by TradingView
  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
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