Atria Wealth Solutions, Inc. Schwab Strategic Tr 1000 Index Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 23,523 shares of SCHK stock, worth $685,695. This represents 0.01% of its overall portfolio holdings.

Number of Shares

23,523

Previous 11,755 100.11%

Holding current value

$685,695

Previous $649,000 2.47%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$27.45 - $55.56 $323,031 - $653,830	11,768 Added 100.11%	23,523 $665,000
Q3 2024 Nov 08, 2024	SELL	$49.82 - $55.29 $24,212 - $26,870	-486 Reduced 3.97%	11,755 $649,000
Q1 2024 May 13, 2024	BUY	$45.19 - $50.67 $316 - $354	7 Added 0.06%	12,241 $620,000
Q4 2023 Feb 02, 2024	SELL	$39.52 - $46.21 $19,443 - $22,735	-492 Reduced 3.87%	12,234 $563,000
Q3 2023 Nov 08, 2023	BUY	$41.08 - $44.27 $94,935 - $102,307	2,311 Added 22.19%	12,726 $525,000
Q2 2023 Aug 03, 2023	SELL	$38.96 - $42.79 $9,740 - $10,697	-250 Reduced 2.34%	10,415 $445,000
Q1 2023 Aug 22, 2023	BUY	$36.64 - $40.44 $9,160 - $10,110	250 Added 2.4%	10,665 $421,000
Q4 2022 Aug 30, 2023	BUY	$34.56 - $39.43 $8,640 - $9,857	250 Added 2.4%	10,665 $393,000
Q4 2022 Feb 13, 2023	SELL	$34.56 - $39.43 $11,577 - $13,209	-335 Reduced 3.05%	10,665 $393,000
Q3 2022 Nov 14, 2022	SELL	$34.61 - $41.69 $34,610 - $41,690	-1,000 Reduced 8.33%	11,000 $381,000
Q1 2022 May 16, 2022	BUY	$40.46 - $46.8 $485,520 - $561,600	12,000 New	12,000 $528,000

Others Institutions Holding SCHK

# of Institutions

187

Shares Held

44.9M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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Atria Wealth Solutions, Inc. Schwab Strategic Tr 1000 Index Transaction History