Atria Wealth Solutions, Inc. Schwab Strategic Tr Us Broad M Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 286,489 shares of SCHB stock, worth $6.47 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
286,489
Previous 69,151 314.29%
Holding current value
$6.47 Million
Previous $4.6 Million 41.4%
% of portfolio
0.07%
Previous 0.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$22.01 - $66.82 $4.78 Million - $14.5 Million
217,338 Added 314.29%
286,489 $6.5 Million
Q3 2024

Nov 08, 2024
BUY
$59.93 - $66.52 $7,311 - $8,115
122 Added 0.18%
69,151 $4.6 Million
Q2 2024

Jul 22, 2024
SELL
$57.57 - $63.3 $1.13 Million - $1.24 Million
-19,559 Reduced 22.08%
69,029 $4.34 Million
Q1 2024

May 13, 2024
SELL
$54.61 - $61.05 $356,166 - $398,168
-6,522 Reduced 6.86%
88,588 $5.41 Million
Q4 2023

Feb 02, 2024
BUY
$47.61 - $55.91 $1.03 Million - $1.21 Million
21,696 Added 29.55%
95,110 $5.29 Million
Q3 2023

Nov 08, 2023
SELL
$49.59 - $53.57 $1.62 Million - $1.75 Million
-32,759 Reduced 30.85%
73,414 $3.66 Million
Q2 2023

Aug 03, 2023
SELL
$47.08 - $51.7 $11,016 - $12,097
-234 Reduced 0.22%
106,173 $5.49 Million
Q1 2023

Aug 22, 2023
SELL
$44.47 - $49.23 $149,107 - $165,068
-3,353 Reduced 3.16%
102,820 $4.92 Million
Q1 2023

Jun 14, 2023
BUY
$44.47 - $49.23 $159,513 - $176,588
3,587 Added 3.49%
106,407 $5.09 Million
Q1 2023

May 10, 2023
SELL
$44.47 - $49.23 $206,296 - $228,377
-4,639 Reduced 4.32%
102,820 $4.92 Million
Q4 2022

Aug 30, 2023
BUY
$41.94 - $47.81 $9,813 - $11,187
234 Added 0.22%
106,407 $4.77 Million
Q4 2022

Feb 13, 2023
SELL
$41.94 - $47.81 $1.92 Million - $2.19 Million
-45,845 Reduced 29.9%
107,459 $4.82 Million
Q3 2022

Feb 13, 2023
BUY
$41.99 - $50.63 $3,569 - $4,303
85 Added 0.06%
153,304 $0
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $183,958 - $221,810
4,381 Added 2.94%
153,219 $6.57 Million
Q2 2022

Aug 15, 2022
SELL
$42.93 - $53.98 $276,426 - $347,577
-6,439 Reduced 4.15%
148,838 $6.58 Million
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $7.63 Million - $8.83 Million
155,277 New
155,277 $8.29 Million

Others Institutions Holding SCHB

# of Institutions
1,264
Shares Held
445M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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