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 72,871 shares of SCHX stock, worth $4.77 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
72,871
Previous 70,480 3.39%
Holding current value
$4.77 Million
Previous $3.98 Million 13.76%
% of portfolio
0.05%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$55.41 - $62.08 $132,485 - $148,433
2,391 Added 3.39%
72,871 $4.52 Million
Q4 2023

Feb 02, 2024
BUY
$48.47 - $56.6 $187,045 - $218,419
3,859 Added 5.79%
70,480 $3.98 Million
Q3 2023

Nov 08, 2023
SELL
$50.36 - $54.21 $75,086 - $80,827
-1,491 Reduced 2.19%
66,621 $3.37 Million
Q2 2023

Aug 03, 2023
SELL
$47.67 - $52.37 $3.53 Million - $3.87 Million
-73,987 Reduced 52.07%
68,112 $3.57 Million
Q1 2023

Aug 22, 2023
BUY
$44.78 - $49.41 $492,624 - $543,559
11,001 Added 16.15%
79,113 $3.83 Million
Q1 2023

Jun 14, 2023
BUY
$44.78 - $49.41 $2.82 Million - $3.11 Million
62,986 Added 79.62%
142,099 $6.87 Million
Q1 2023

May 10, 2023
SELL
$44.78 - $49.41 $2.82 Million - $3.11 Million
-62,986 Reduced 44.33%
79,113 $3.83 Million
Q4 2022

Aug 30, 2023
BUY
$44.01 - $48.16 $3.26 Million - $3.56 Million
73,987 Added 108.63%
142,099 $6.42 Million
Q4 2022

Feb 13, 2023
BUY
$44.01 - $48.16 $940,185 - $1.03 Million
21,363 Added 17.69%
142,099 $6.42 Million
Q3 2022

Feb 13, 2023
SELL
N/A
-75,966 Reduced 38.62%
120,736 $0
Q3 2022

Nov 14, 2022
BUY
N/A
174,540 Added 787.56%
196,702 $8.75 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-498 Reduced 2.2%
22,162 $989,000
Q1 2022

May 16, 2022
BUY
N/A
22,660 New
22,660 $1.22 Million

Others Institutions Holding SCHX

# of Institutions
1,259
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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