Atria Investments LLC Schwab Strategic Tr Us Large C Transaction History

Atria Investments LLC

  • $8.14 Billion
  • Q3 2025

A detailed history of Atria Investments LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Atria Investments LLC holds 651,832 shares of SCHG stock, worth $21 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
651,832
Previous 627,847 3.82%
Holding current value
$21 Million
Previous $18.3 Million 13.41%
% of portfolio
0.26%
Previous 0.23%

Shares

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

Nov 06, 2025
BUY
$28.92 - $32.19 $693,646 - $772,077
23,985 Added 3.82%
651,832 $20.8 Million
Q2 2025

Aug 04, 2025
BUY
$22.27 - $29.21 $1.64 Million - $2.15 Million
73,547 Added 13.27%
627,847 $18.3 Million
Q1 2025

May 06, 2025
BUY
$24.91 - $29.02 $2.61 Million - $3.04 Million
104,643 Added 23.27%
554,300 $13.9 Million
Q4 2024

Feb 06, 2025
BUY
$25.93 - $105.3 $8.47 Million - $34.4 Million
326,688 Added 265.67%
449,657 $12.5 Million
Q3 2024

Nov 01, 2024
BUY
$92.63 - $105.69 $1.01 Million - $1.16 Million
10,954 Added 9.78%
122,969 $12.8 Million
Q2 2024

Aug 13, 2024
SELL
$87.04 - $101.61 $236,661 - $276,277
-2,719 Reduced 2.37%
112,015 $11.3 Million
Q1 2024

May 21, 2024
BUY
$80.6 - $93.32 $6,689 - $7,745
83 Added 0.07%
114,734 $10.6 Million
Q4 2023

Feb 14, 2024
BUY
$70.08 - $83.37 $2.98 Million - $3.55 Million
42,584 Added 59.09%
114,651 $9.51 Million
Q3 2023

Nov 07, 2023
BUY
$71.99 - $78.02 $1.56 Million - $1.69 Million
21,645 Added 42.93%
72,067 $5.24 Million
Q2 2023

Aug 04, 2023
SELL
$63.6 - $74.95 $1.12 Million - $1.32 Million
-17,570 Reduced 25.84%
50,422 $3.78 Million
Q1 2023

May 10, 2023
BUY
$54.19 - $65.17 $1.39 Million - $1.67 Million
25,607 Added 60.42%
67,992 $4.43 Million
Q4 2022

Jan 31, 2023
BUY
$54.31 - $60.76 $489,658 - $547,812
9,016 Added 27.02%
42,385 $2.35 Million
Q3 2022

Nov 01, 2022
SELL
$55.81 - $69.25 $2.16 Million - $2.69 Million
-38,774 Reduced 53.75%
33,369 $1.86 Million
Q2 2022

Aug 11, 2022
SELL
$55.73 - $76.55 $1.94 Million - $2.66 Million
-34,761 Reduced 32.52%
72,143 $4.18 Million
Q1 2022

May 02, 2022
BUY
$65.63 - $82.62 $3.79 Million - $4.77 Million
57,777 Added 117.61%
106,904 $8 Million
Q4 2021

Feb 04, 2022
BUY
$73.11 - $83.4 $326,363 - $372,297
4,464 Added 9.99%
49,127 $8.05 Million
Q3 2021

Nov 16, 2021
BUY
$73.24 - $78.94 $1.17 Million - $1.26 Million
15,971 Added 55.66%
44,663 $6.61 Million
Q2 2021

Aug 10, 2021
SELL
$65.3 - $73.24 $606,963 - $680,765
-9,295 Reduced 24.47%
28,692 $4.19 Million
Q1 2021

May 11, 2021
SELL
$61.41 - $68.35 $2.02 Million - $2.24 Million
-32,840 Reduced 46.37%
37,987 $4.93 Million
Q4 2020

Feb 12, 2021
BUY
$55.95 - $64.38 $32,618 - $37,533
583 Added 0.83%
70,827 $9.1 Million
Q3 2020

Nov 05, 2020
BUY
$51.42 - $61.56 $91,064 - $109,022
1,771 Added 2.59%
70,244 $8.09 Million
Q2 2020

Sep 22, 2020
BUY
$37.99 - $51.32 $2.6 Million - $3.51 Million
68,473 New
68,473 $6.95 Million
Q1 2020

May 15, 2020
SELL
$34.6 - $51.17 $2.77 Million - $4.1 Million
-80,067 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$40.97 - $46.72 $2.65 Million - $3.02 Million
64,607 Added 417.9%
80,067 $7.44 Million
Q3 2019

Nov 14, 2019
BUY
$41.7 - $42.86 $179,184 - $184,169
4,297 Added 38.49%
15,460 $1.3 Million
Q2 2019

Aug 26, 2019
BUY
N/A
11,163 New
11,163 $920,000
Q2 2019

Aug 09, 2019
SELL
N/A
-178,984 Closed
0 $0
Q1 2019

May 15, 2019
BUY
N/A
32,701 Added 22.35%
178,984 $14.2 Million
Q4 2018

Feb 12, 2019
SELL
N/A
-7,299 Reduced 4.75%
146,283 $10.1 Million
Q3 2018

Oct 09, 2018
BUY
N/A
38,630 Added 33.61%
153,582 $12.6 Million
Q2 2018

Jul 13, 2018
SELL
N/A
-61,010 Reduced 34.67%
114,952 $8.71 Million
Q1 2018

Apr 30, 2018
SELL
N/A
-24,751 Reduced 12.33%
175,962 $12.6 Million
Q4 2017

Jan 16, 2018
BUY
N/A
23,814 Added 13.46%
200,713 $14.2 Million
Q3 2017

Oct 12, 2017
BUY
N/A
176,899
176,899 $11.7 Million

Others Institutions Holding SCHG

# of Institutions
1,682
Shares Held
854M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Atria Investments LLC Portfolio

Follow Atria Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email