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

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 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 9,288 shares of SCHQ stock, worth $299,259. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,288
Previous 15,901 41.59%
Holding current value
$299,259
Previous $556,000 47.66%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
106
Shares Held
11.5M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email