Atria Wealth Solutions, Inc. Schwab Strategic Tr Us Large C Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 82,952 shares of SCHV stock, worth $2.22 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

82,952

Previous 154,158 46.19%

Holding current value

$2.22 Million

Previous $4.02 Million 45.15%

% of portfolio

0.03%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$25.77 - $27.6 $1.83 Million - $1.97 Million	-71,206 Reduced 46.19%	82,952 $2.2 Million
Q4 2024 Jan 31, 2025	BUY	$25.79 - $80.4 $3.33 Million - $10.4 Million	129,167 Added 516.85%	154,158 $4.02 Million
Q3 2024 Nov 08, 2024	SELL	$73.43 - $80.37 $24,452 - $26,763	-333 Reduced 1.31%	24,991 $2.01 Million
Q2 2024 Jul 22, 2024	BUY	$71.74 - $75.86 $85,298 - $90,197	1,189 Added 4.93%	25,324 $1.88 Million
Q1 2024 May 13, 2024	BUY	$68.82 - $75.98 $33,446 - $36,926	486 Added 2.06%	24,135 $1.83 Million
Q4 2023 Feb 02, 2024	SELL	$61.16 - $70.24 $278,522 - $319,872	-4,554 Reduced 16.15%	23,649 $1.66 Million
Q3 2023 Nov 08, 2023	SELL	$64.45 - $69.39 $2,835 - $3,053	-44 Reduced 0.16%	28,203 $1.82 Million
Q2 2023 Aug 03, 2023	SELL	$63.33 - $67.21 $681,494 - $723,246	-10,761 Reduced 27.59%	28,247 $1.9 Million
Q1 2023 Aug 22, 2023	BUY	$62.59 - $69.3 $562,433 - $622,729	8,986 Added 31.81%	37,233 $2.44 Million
Q1 2023 Jun 14, 2023	BUY	$62.59 - $69.3 $111,097 - $123,007	1,775 Added 4.77%	39,008 $2.56 Million
Q1 2023 May 10, 2023	SELL	$62.59 - $69.3 $111,097 - $123,007	-1,775 Reduced 4.55%	37,233 $2.44 Million
Q4 2022 Aug 30, 2023	BUY	$59.13 - $69.24 $636,297 - $745,091	10,761 Added 38.1%	39,008 $2.58 Million
Q4 2022 Feb 13, 2023	SELL	$59.13 - $69.24 $59,484 - $69,655	-1,006 Reduced 2.51%	39,008 $2.58 Million
Q3 2022 Feb 13, 2023	SELL	$58.51 - $69.02 $1.38 Million - $1.62 Million	-23,519 Reduced 37.02%	40,014 $0
Q3 2022 Nov 14, 2022	BUY	$58.51 - $69.02 $1.3 Million - $1.53 Million	22,136 Added 53.47%	63,533 $3.82 Million
Q2 2022 Aug 15, 2022	BUY	$60.93 - $72.3 $36,984 - $43,886	607 Added 1.49%	41,397 $2.58 Million
Q1 2022 May 16, 2022	BUY	$67.71 - $74.19 $2.76 Million - $3.03 Million	40,790 New	40,790 $2.91 Million

Others Institutions Holding SCHV

# of Institutions

923

Shares Held

335M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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Atria Wealth Solutions, Inc. Schwab Strategic Tr Us Large C Transaction History