Atria Investments LLC Schwab Strategic Tr Us Small C Transaction History

Atria Investments LLC

$8.14 Billion
Q3 2025

A detailed history of Atria Investments LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Atria Investments LLC holds 16,937 shares of SCHA stock, worth $464,581. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,937

Previous 34,120 50.36%

Holding current value

$464,581

Previous $863,000 45.31%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$25.29 - $28.33 $434,558 - $486,794	-17,183 Reduced 50.36%	16,937 $472,000
Q2 2025 Aug 04, 2025	SELL	$20.42 - $25.3 $2.43 Million - $3.02 Million	-119,240 Reduced 77.75%	34,120 $863,000
Q1 2025 May 06, 2025	SELL	$23.16 - $27.04 $24,966 - $29,149	-1,078 Reduced 0.7%	153,360 $3.59 Million
Q4 2024 Feb 06, 2025	BUY	$25.33 - $51.16 $1.14 Million - $2.31 Million	45,179 Added 41.35%	154,438 $3.99 Million
Q3 2024 Nov 01, 2024	BUY	$46.9 - $51.96 $1.6 Million - $1.77 Million	34,150 Added 45.47%	109,259 $5.63 Million

Q2 2024 Aug 13, 2024	SELL	$45.24 - $49.04 $91,384 - $99,060	-2,020 Reduced 2.62%	75,109 $3.56 Million
Q1 2024 May 21, 2024	BUY	$44.84 - $49.24 $589,376 - $647,210	13,144 Added 20.54%	77,129 $3.8 Million
Q4 2023 Feb 14, 2024	BUY	$38.13 - $48.02 $464,461 - $584,931	12,181 Added 23.51%	63,985 $3.02 Million
Q3 2023 Nov 07, 2023	BUY	$40.85 - $46.1 $2.12 Million - $2.39 Million	51,804 New	51,804 $2.15 Million
Q1 2021 May 11, 2021	SELL	$43.89 - $52.63 $1.52 Million - $1.82 Million	-34,533 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$34.66 - $45.17 $132,817 - $173,091	3,832 Added 12.48%	34,533 $3.07 Million
Q3 2020 Nov 05, 2020	BUY	$32.09 - $36.38 $103,329 - $117,143	3,220 Added 11.72%	30,701 $2.1 Million
Q2 2020 Sep 22, 2020	BUY	$23.59 - $35.22 $648,276 - $967,880	27,481 New	27,481 $1.8 Million
Q1 2020 May 15, 2020	SELL	$22.29 - $38.7 $172,680 - $299,808	-7,747 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$33.63 - $38.03 $12,174 - $13,766	362 Added 4.9%	7,747 $586,000
Q3 2019 Nov 14, 2019	SELL	$34.78 - $36.12 $4,973 - $5,165	-143 Reduced 1.9%	7,385 $515,000
Q2 2019 Aug 26, 2019	BUY	N/A	6,612 Added 721.83%	7,528 $515,000
Q2 2019 Aug 09, 2019	SELL	N/A	-15,277 Reduced 94.34%	916 $226,000
Q1 2019 May 15, 2019	SELL	N/A	-62,310 Reduced 79.37%	16,193 $1.13 Million
Q4 2018 Feb 12, 2019	SELL	N/A	-21,473 Reduced 21.48%	78,503 $4.76 Million
Q3 2018 Oct 09, 2018	BUY	N/A	86,676 Added 651.7%	99,976 $7.62 Million
Q2 2018 Jul 13, 2018	SELL	N/A	-24,647 Reduced 64.95%	13,300 $978,000
Q1 2018 Apr 30, 2018	BUY	N/A	6,669 Added 21.32%	37,947 $2.62 Million
Q4 2017 Jan 16, 2018	BUY	N/A	3,233 Added 11.53%	31,278 $2.18 Million
Q3 2017 Oct 12, 2017	BUY	N/A	28,045	28,045 $1.89 Million

Others Institutions Holding SCHA

# of Institutions

1,332

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

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About SCHWAB STRATEGIC TR US SMALL-C

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Atria Investments LLC Schwab Strategic Tr Us Small C Transaction History