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 150,787 shares of SCHX stock, worth $3.99 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

150,787

Previous 173,887 13.28%

Holding current value

$3.99 Million

Previous $3.84 Million 4.01%

% of portfolio

0.09%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$19.6 - $24.44 $452,760 - $564,564	-23,100 Reduced 13.28%	150,787 $3.69 Million
Q1 2025 May 09, 2025	SELL	$21.75 - $24.28 $3.68 Million - $4.11 Million	-169,269 Reduced 49.33%	173,887 $3.84 Million
Q4 2024 Jan 31, 2025	BUY	$22.4 - $68.28 $5.87 Million - $17.9 Million	262,102 Added 323.37%	343,156 $7.95 Million
Q3 2024 Nov 08, 2024	BUY	$61.11 - $67.85 $714,498 - $793,302	11,692 Added 16.86%	81,054 $5.5 Million
Q2 2024 Jul 22, 2024	SELL	$58.7 - $64.78 $205,978 - $227,313	-3,509 Reduced 4.82%	69,362 $4.46 Million
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	$42.25 - $48.16 $3.13 Million - $3.56 Million	73,987 Added 108.63%	142,099 $6.42 Million
Q4 2022 Feb 13, 2023	BUY	$42.25 - $48.16 $902,586 - $1.03 Million	21,363 Added 17.69%	142,099 $6.42 Million
Q3 2022 Feb 13, 2023	SELL	$42.35 - $51.01 $3.22 Million - $3.88 Million	-75,966 Reduced 38.62%	120,736 $0
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $7.39 Million - $8.9 Million	174,540 Added 787.56%	196,702 $8.75 Million
Q2 2022 Aug 15, 2022	SELL	$43.35 - $54.51 $21,588 - $27,145	-498 Reduced 2.2%	22,162 $989,000
Q1 2022 May 16, 2022	BUY	$49.51 - $57.27 $1.12 Million - $1.3 Million	22,660 New	22,660 $1.22 Million

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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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