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

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 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 62,430 shares of SCHV stock, worth $1.83 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
62,430
Previous 82,952 24.74%
Holding current value
$1.83 Million
Previous $2.2 Million 21.64%
% of portfolio
0.04%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$23.55 - $27.67 $483,293 - $567,843
-20,522 Reduced 24.74%
62,430 $1.73 Million
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
965
Shares Held
342M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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