Atria Wealth Solutions, Inc. Schwab Charles Corp Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 24,103 shares of SCHW stock, worth $2.27 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

24,103

Previous 30,393 20.7%

Holding current value

$2.27 Million

Previous $2.38 Million 7.57%

% of portfolio

0.05%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$69.06 - $91.24 $434,387 - $573,899	-6,290 Reduced 20.7%	24,103 $2.2 Million
Q1 2025 May 09, 2025	SELL	$71.24 - $83.64 $212,437 - $249,414	-2,982 Reduced 8.93%	30,393 $2.38 Million
Q4 2024 Jan 31, 2025	BUY	$63.31 - $82.85 $175,305 - $229,411	2,769 Added 9.05%	33,375 $2.47 Million
Q3 2024 Nov 08, 2024	SELL	$61.74 - $76.08 $1.11 Million - $1.37 Million	-18,023 Reduced 37.06%	30,606 $1.98 Million
Q2 2024 Jul 22, 2024	SELL	$70.03 - $78.9 $89,918 - $101,307	-1,284 Reduced 2.57%	48,629 $3.58 Million
Q1 2024 May 13, 2024	SELL	$61.89 - $72.38 $3.53 Million - $4.13 Million	-57,011 Reduced 53.32%	49,913 $3.61 Million
Q4 2023 Feb 02, 2024	SELL	$49.33 - $70.98 $3,798 - $5,465	-77 Reduced 0.07%	106,924 $7.36 Million
Q3 2023 Nov 08, 2023	BUY	$54.2 - $67.94 $449,263 - $563,154	8,289 Added 8.4%	107,001 $5.87 Million
Q2 2023 Aug 03, 2023	BUY	$47.37 - $57.14 $2.22 Million - $2.68 Million	46,888 Added 90.48%	98,712 $5.59 Million
Q1 2023 Aug 22, 2023	BUY	$51.91 - $85.6 $1.05 Million - $1.74 Million	20,317 Added 20.58%	119,029 $6.23 Million
Q1 2023 Jun 14, 2023	SELL	$51.91 - $85.6 $3.49 Million - $5.75 Million	-67,205 Reduced 56.46%	51,824 $2.71 Million
Q1 2023 May 10, 2023	BUY	$51.91 - $85.6 $3.46 Million - $5.71 Million	66,683 Added 127.39%	119,029 $6.23 Million
Q4 2022 Aug 30, 2023	SELL	$67.43 - $83.26 $3.16 Million - $3.9 Million	-46,888 Reduced 47.5%	51,824 $4.31 Million
Q4 2022 Feb 13, 2023	BUY	$67.43 - $83.26 $296,826 - $366,510	4,402 Added 9.18%	52,346 $4.36 Million
Q3 2022 Feb 13, 2023	BUY	$21.16 - $74.92 $229,586 - $812,882	10,850 Added 29.25%	47,944 $3.45 Million
Q3 2022 Nov 14, 2022	BUY	$21.16 - $74.92 $220,444 - $780,516	10,418 Added 39.05%	37,094 $2.63 Million
Q2 2022 Aug 15, 2022	SELL	$59.99 - $83.83 $214,224 - $299,356	-3,571 Reduced 11.81%	26,676 $1.69 Million
Q1 2022 May 16, 2022	BUY	$75.69 - $95.53 $2.29 Million - $2.89 Million	30,247 New	30,247 $2.55 Million

Others Institutions Holding SCHW

# of Institutions

2,467

Shares Held

1.45B

Call Options Held

19.2M

Put Options Held

17.9M

View Full List

About SCHWAB CHARLES CORP

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $171B
Description
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...

More about SCHW

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Atria Wealth Solutions, Inc. Schwab Charles Corp Transaction History