Atria Wealth Solutions, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 29,089 shares of SCHM stock, worth $848,235. This represents 0.02% of its overall portfolio holdings.

Number of Shares
29,089
Previous 31,675 8.16%
Holding current value
$848,235
Previous $829,000 1.69%
% of portfolio
0.02%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$22.92 - $28.05 $59,271 - $72,537
-2,586 Reduced 8.16%
29,089 $815,000
Q1 2025

May 09, 2025
SELL
$25.58 - $29.24 $34,174 - $39,064
-1,336 Reduced 4.05%
31,675 $829,000
Q4 2024

Jan 31, 2025
BUY
$27.54 - $83.04 $613,233 - $1.85 Million
22,267 Added 207.25%
33,011 $914,000
Q3 2024

Nov 08, 2024
SELL
$75.47 - $83.18 $13,735 - $15,138
-182 Reduced 1.67%
10,744 $892,000
Q2 2024

Jul 22, 2024
SELL
$75.69 - $81.19 $35,952 - $38,565
-475 Reduced 4.17%
10,926 $850,000
Q1 2024

May 13, 2024
SELL
$72.89 - $81.43 $81,199 - $90,713
-1,114 Reduced 8.9%
11,401 $928,000
Q4 2023

Feb 02, 2024
BUY
$63.01 - $75.95 $72,650 - $87,570
1,153 Added 10.15%
12,515 $942,000
Q3 2023

Nov 08, 2023
SELL
$66.75 - $73.98 $1,468 - $1,627
-22 Reduced 0.19%
11,362 $768,000
Q2 2023

Aug 03, 2023
BUY
$65.29 - $71.03 $62,547 - $68,046
958 Added 9.19%
11,384 $808,000
Q1 2023

Aug 22, 2023
SELL
$64.24 - $73.9 $49,336 - $56,755
-768 Reduced 6.75%
10,616 $720,000
Q1 2023

Jun 14, 2023
SELL
$64.24 - $73.9 $12,205 - $14,041
-190 Reduced 1.79%
10,426 $707,000
Q1 2023

May 10, 2023
BUY
$64.24 - $73.9 $12,205 - $14,041
190 Added 1.82%
10,616 $720,000
Q4 2022

Aug 30, 2023
SELL
$61.05 - $69.94 $58,485 - $67,002
-958 Reduced 8.42%
10,426 $684,000
Q4 2022

Feb 13, 2023
SELL
$61.05 - $69.94 $339,560 - $389,006
-5,562 Reduced 34.79%
10,426 $684,000
Q3 2022

Feb 13, 2023
BUY
$60.5 - $72.51 $20,207 - $24,218
334 Added 2.13%
15,988 $0
Q3 2022

Nov 14, 2022
BUY
$60.5 - $72.51 $10,950 - $13,124
181 Added 1.17%
15,654 $958,000
Q2 2022

Aug 15, 2022
BUY
$60.91 - $76.4 $42,027 - $52,716
690 Added 4.67%
15,473 $971,000
Q1 2022

May 16, 2022
BUY
$70.66 - $80.89 $1.04 Million - $1.2 Million
14,783 New
14,783 $1.12 Million

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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