Atria Investments LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Atria Investments LLC
- $7.49 Billion
- Q4 2024
A detailed history of Atria Investments LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Atria Investments LLC holds 131,345 shares of SCHI stock, worth $2.91 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
131,345
Previous 17,699
642.1%
Holding current value
$2.91 Million
Previous $816,000
255.15%
% of portfolio
0.04%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHI
# of Institutions
212Shares Held
30.4MCall Options Held
0Put Options Held
0-
Campbell Wealth Management5.68MShares$126 Million11.29% of portfolio
-
River Front Investment Group, LLC Richmond, VA4.16MShares$92.3 Million4.63% of portfolio
-
Envestnet Asset Management Inc3.73MShares$82.7 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.39MShares$52.9 Million0.02% of portfolio
-
Raymond James & Associates St Petersburg, FL1.12MShares$24.9 Million0.03% of portfolio