Atria Wealth Solutions, Inc. Schwab Us Aggregate Bond ETF Transaction History
Atria Wealth Solutions, Inc.
- $4.15 Billion
- Q2 2025
A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 199,524 shares of SCHZ stock, worth $4.68 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
199,524
Previous 240,195
16.93%
Holding current value
$4.68 Million
Previous $5.56 Million
16.65%
% of portfolio
0.11%
Previous 0.07%
Shares
17 transactions
Others Institutions Holding SCHZ
# of Institutions
715Shares Held
169MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$288 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$175 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$173 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$164 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$131 Million9.94% of portfolio