Atria Wealth Solutions, Inc. Schwab Us Aggregate Bond ETF Transaction History

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 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 240,195 shares of SCHZ stock, worth $5.48 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
240,195
Previous 358,933 33.08%
Holding current value
$5.48 Million
Previous $8.15 Million 31.73%
% of portfolio
0.07%
Previous 0.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$22.46 - $23.26 $2.67 Million - $2.76 Million
-118,738 Reduced 33.08%
240,195 $5.56 Million
Q4 2024

Jan 31, 2025
BUY
$22.63 - $47.53 $4.97 Million - $10.4 Million
219,567 Added 157.55%
358,933 $8.15 Million
Q3 2024

Nov 08, 2024
SELL
$45.2 - $47.87 $106,988 - $113,308
-2,367 Reduced 1.67%
139,366 $6.62 Million
Q2 2024

Jul 22, 2024
BUY
$44.66 - $45.99 $56,405 - $58,085
1,263 Added 0.9%
141,733 $6.46 Million
Q1 2024

May 13, 2024
SELL
$45.44 - $46.67 $614,803 - $631,445
-13,530 Reduced 8.79%
140,470 $6.46 Million
Q4 2023

Feb 02, 2024
SELL
$43.09 - $46.83 $545,777 - $593,148
-12,666 Reduced 7.6%
154,000 $7.18 Million
Q3 2023

Nov 08, 2023
SELL
$44.14 - $46.33 $410,325 - $430,683
-9,296 Reduced 5.28%
166,666 $7.37 Million
Q2 2023

Aug 03, 2023
BUY
$45.86 - $47.33 $242,966 - $250,754
5,298 Added 3.1%
175,962 $8.12 Million
Q1 2023

Aug 22, 2023
SELL
$45.33 - $47.44 $214,954 - $224,960
-4,742 Reduced 2.69%
171,220 $8.03 Million
Q1 2023

Jun 14, 2023
SELL
$45.33 - $47.44 $25,203 - $26,376
-556 Reduced 0.32%
170,664 $8.01 Million
Q1 2023

May 10, 2023
BUY
$45.33 - $47.44 $25,203 - $26,376
556 Added 0.33%
171,220 $8.03 Million
Q4 2022

Aug 30, 2023
SELL
$44.04 - $47.03 $233,323 - $249,164
-5,298 Reduced 3.01%
170,664 $7.79 Million
Q4 2022

Feb 13, 2023
SELL
$44.04 - $47.03 $8,499 - $9,076
-193 Reduced 0.11%
170,664 $7.79 Million
Q3 2022

Nov 14, 2022
BUY
$44.98 - $49.09 $450,834 - $492,029
10,023 Added 6.23%
170,857 $7.74 Million
Q2 2022

Aug 15, 2022
SELL
$46.62 - $50.36 $176,363 - $190,511
-3,783 Reduced 2.3%
160,834 $7.7 Million
Q1 2022

May 16, 2022
BUY
$50.05 - $53.52 $8.24 Million - $8.81 Million
164,617 New
164,617 $8.33 Million

Others Institutions Holding SCHZ

# of Institutions
703
Shares Held
173M
Call Options Held
1.7K
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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