Atria Investments LLC Schwab Strategic Tr Us Dividen Transaction History

Atria Investments LLC

  • $8.14 Billion
  • Q3 2025

A detailed history of Atria Investments LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Atria Investments LLC holds 394,768 shares of SCHD stock, worth $10.8 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
394,768
Previous 374,237 5.49%
Holding current value
$10.8 Million
Previous $9.92 Million 8.67%
% of portfolio
0.13%
Previous 0.13%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$26.38 - $27.95 $541,607 - $573,841
20,531 Added 5.49%
394,768 $10.8 Million
Q2 2025

Aug 04, 2025
BUY
$24.32 - $27.87 $686,042 - $786,184
28,209 Added 8.15%
374,237 $9.92 Million
Q1 2025

May 06, 2025
SELL
$27.01 - $28.54 $2.61 Million - $2.75 Million
-96,512 Reduced 21.81%
346,028 $9.67 Million
Q4 2024

Feb 06, 2025
BUY
$26.93 - $84.95 $8.23 Million - $26 Million
305,580 Added 223.12%
442,540 $12.1 Million
Q3 2024

Nov 01, 2024
BUY
$77.02 - $85.06 $585,274 - $646,370
7,599 Added 5.87%
136,960 $11.6 Million
Q2 2024

Aug 13, 2024
SELL
$75.81 - $80.15 $1.19 Million - $1.26 Million
-15,738 Reduced 10.85%
129,361 $10.1 Million
Q1 2024

May 21, 2024
SELL
$75.25 - $80.63 $682,517 - $731,314
-9,070 Reduced 5.88%
145,099 $11.7 Million
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $150,391 - $171,567
2,248 Added 1.48%
154,169 $11.7 Million
Q3 2023

Nov 07, 2023
SELL
$70.63 - $75.66 $159,765 - $171,142
-2,262 Reduced 1.47%
151,921 $10.7 Million
Q2 2023

Aug 04, 2023
SELL
$69.18 - $73.94 $2.26 Million - $2.42 Million
-32,733 Reduced 17.51%
154,183 $11.2 Million
Q1 2023

May 10, 2023
BUY
$70.28 - $78.03 $4.74 Million - $5.26 Million
67,448 Added 56.46%
186,916 $13.7 Million
Q4 2022

Jan 31, 2023
BUY
$67.16 - $79.06 $103,963 - $122,384
1,548 Added 1.31%
119,468 $9.02 Million
Q3 2022

Nov 01, 2022
BUY
$66.43 - $77.87 $3.15 Million - $3.69 Million
47,398 Added 67.21%
117,920 $7.83 Million
Q2 2022

Aug 11, 2022
SELL
$70.31 - $80.24 $600,517 - $685,329
-8,541 Reduced 10.8%
70,522 $5.05 Million
Q1 2022

May 02, 2022
SELL
$75.14 - $81.94 $805,275 - $878,150
-10,717 Reduced 11.94%
79,063 $6.24 Million
Q4 2021

Feb 04, 2022
SELL
$74.93 - $80.86 $77,852 - $84,013
-1,039 Reduced 1.14%
89,780 $7.26 Million
Q3 2021

Nov 16, 2021
SELL
$74.23 - $78.13 $71,335 - $75,082
-961 Reduced 1.05%
90,819 $6.74 Million
Q2 2021

Aug 10, 2021
BUY
$73.32 - $77.65 $1.32 Million - $1.4 Million
17,972 Added 24.35%
91,780 $6.94 Million
Q1 2021

May 11, 2021
BUY
$63.23 - $73.67 $752,057 - $876,230
11,894 Added 19.21%
73,808 $5.38 Million
Q4 2020

Feb 12, 2021
BUY
$54.8 - $65.16 $621,870 - $739,435
11,348 Added 22.44%
61,914 $3.97 Million
Q3 2020

Nov 05, 2020
BUY
$50.37 - $58.54 $2.55 Million - $2.96 Million
50,566 New
50,566 $2.8 Million
Q1 2020

May 15, 2020
SELL
$39.5 - $59.28 $1.48 Million - $2.22 Million
-37,438 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$52.87 - $58.15 $701,796 - $771,883
13,274 Added 54.93%
37,438 $2.17 Million
Q3 2019

Nov 14, 2019
SELL
$54.39 - $55.76 $27,466 - $28,158
-505 Reduced 2.05%
24,164 $1.32 Million
Q2 2019

Aug 26, 2019
BUY
N/A
24,669 New
24,669 $1.28 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-22,094 Closed
0 $0
Q1 2019

May 15, 2019
BUY
N/A
11,967 Added 118.17%
22,094 $1.16 Million
Q4 2018

Feb 12, 2019
BUY
N/A
2,578 Added 34.15%
10,127 $476,000
Q3 2018

Oct 09, 2018
SELL
N/A
-120 Reduced 1.56%
7,549 $400,000
Q2 2018

Jul 13, 2018
BUY
N/A
14 Added 0.18%
7,669 $378,000
Q1 2018

Apr 30, 2018
SELL
N/A
-149,041 Reduced 95.11%
7,655 $375,000
Q4 2017

Jan 16, 2018
BUY
N/A
84,945 Added 118.39%
156,696 $8.02 Million
Q3 2017

Oct 12, 2017
BUY
N/A
71,751
71,751 $3.36 Million

Others Institutions Holding SCHD

# of Institutions
2,065
Shares Held
866M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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