Atria Investments LLC Schwab Intermediate Term Us Tr Transaction History

Atria Investments LLC

  • $8.14 Billion
  • Q3 2025

A detailed history of Atria Investments LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Atria Investments LLC holds 33,992 shares of SCHR stock, worth $853,539. This represents 0.01% of its overall portfolio holdings.

Number of Shares
33,992
Previous 44,790 24.11%
Holding current value
$853,539
Previous $1.12 Million 23.82%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 06, 2025
SELL
$24.69 - $25.26 $266,602 - $272,757
-10,798 Reduced 24.11%
33,992 $854,000
Q2 2025

Aug 04, 2025
SELL
$24.54 - $25.07 $4,073 - $4,161
-166 Reduced 0.37%
44,790 $1.12 Million
Q1 2025

May 06, 2025
BUY
$24.05 - $24.86 $1.08 Million - $1.12 Million
44,956 New
44,956 $1.12 Million
Q3 2019

Nov 14, 2019
SELL
$54.92 - $55.68 $307,112 - $311,362
-5,592 Closed
0 $0
Q2 2019

Aug 26, 2019
SELL
N/A
-52,671 Reduced 90.4%
5,592 $312,000
Q2 2019

Aug 09, 2019
BUY
N/A
58,263 New
58,263 $4.31 Million
Q1 2019

May 15, 2019
SELL
N/A
-20,751 Closed
0 $0
Q4 2018

Feb 12, 2019
SELL
N/A
-359 Reduced 1.7%
20,751 $1.1 Million
Q3 2018

Oct 09, 2018
BUY
N/A
5,219 Added 32.84%
21,110 $1.09 Million
Q2 2018

Jul 13, 2018
SELL
N/A
-191 Reduced 1.19%
15,891 $832,000
Q1 2018

Apr 30, 2018
SELL
N/A
-67,392 Reduced 80.73%
16,082 $846,000
Q4 2017

Jan 16, 2018
BUY
N/A
7,865 Added 10.4%
83,474 $4.45 Million
Q3 2017

Oct 12, 2017
BUY
N/A
75,609
75,609 $4.08 Million

Others Institutions Holding SCHR

# of Institutions
518
Shares Held
389M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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