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

Atria Wealth Solutions, Inc.

  • $8.63 Billion
  • Q1 2024

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 24,135 shares of SCHV stock, worth $1.79 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
24,135
Previous 23,649 2.06%
Holding current value
$1.79 Million
Previous $1.66 Million 10.62%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.27 - $69.24 $691,609 - $745,091
10,761 Added 38.1%
39,008 $2.58 Million
Q4 2022

Feb 13, 2023
SELL
$64.27 - $69.24 $64,655 - $69,655
-1,006 Reduced 2.51%
39,008 $2.58 Million
Q3 2022

Feb 13, 2023
SELL
N/A
-23,519 Reduced 37.02%
40,014 $0
Q3 2022

Nov 14, 2022
BUY
N/A
22,136 Added 53.47%
63,533 $3.82 Million
Q2 2022

Aug 15, 2022
BUY
N/A
607 Added 1.49%
41,397 $2.58 Million
Q1 2022

May 16, 2022
BUY
N/A
40,790 New
40,790 $2.91 Million

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
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
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