Atria Wealth Solutions, Inc. Schwab Short Term Us Treasury Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 199,235 shares of SCHO stock, worth $4.84 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
199,235
Previous 42,425 369.62%
Holding current value
$4.84 Million
Previous $2.08 Million 130.77%
% of portfolio
0.05%
Previous 0.02%

Shares

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

Jan 31, 2025
BUY
$24.06 - $48.88 $3.77 Million - $7.66 Million
156,810 Added 369.62%
199,235 $4.79 Million
Q3 2024

Nov 08, 2024
SELL
$47.93 - $49.06 $126,343 - $129,322
-2,636 Reduced 5.85%
42,425 $2.08 Million
Q2 2024

Jul 22, 2024
BUY
$47.75 - $48.13 $799,764 - $806,129
16,749 Added 59.16%
45,061 $2.17 Million
Q1 2024

May 13, 2024
SELL
$48.05 - $48.63 $2.34 Million - $2.37 Million
-48,767 Reduced 63.27%
28,312 $1.36 Million
Q4 2023

Feb 02, 2024
SELL
$47.66 - $48.45 $1.08 Million - $1.1 Million
-22,634 Reduced 22.7%
77,079 $3.73 Million
Q3 2023

Nov 08, 2023
SELL
$47.78 - $48.2 $5.51 Million - $5.56 Million
-115,386 Reduced 53.64%
99,713 $4.78 Million
Q2 2023

Aug 03, 2023
BUY
$48.06 - $48.89 $9.84 Million - $10 Million
204,842 Added 1997.09%
215,099 $10.3 Million
Q1 2023

Aug 22, 2023
SELL
$47.8 - $49.0 $9.03 Million - $9.26 Million
-188,940 Reduced 87.84%
26,159 $1.28 Million
Q1 2023

Jun 14, 2023
SELL
$47.8 - $49.0 $760,115 - $779,198
-15,902 Reduced 60.79%
10,257 $500,000
Q1 2023

May 10, 2023
BUY
$47.8 - $49.0 $760,115 - $779,198
15,902 Added 155.04%
26,159 $1.28 Million
Q4 2022

Aug 30, 2023
SELL
$47.89 - $48.47 $9.81 Million - $9.93 Million
-204,842 Reduced 95.23%
10,257 $494,000
Q4 2022

Feb 13, 2023
SELL
$47.89 - $48.47 $1.4 Million - $1.42 Million
-29,251 Reduced 74.04%
10,257 $494,000
Q3 2022

Feb 13, 2023
SELL
$48.15 - $49.37 $2.15 Million - $2.21 Million
-44,707 Reduced 53.09%
39,508 $0
Q3 2022

Nov 14, 2022
BUY
$48.15 - $49.37 $1.77 Million - $1.82 Million
36,795 Added 77.59%
84,215 $4.11 Million
Q2 2022

Aug 15, 2022
BUY
$48.73 - $49.59 $1.29 Million - $1.31 Million
26,382 Added 125.4%
47,420 $2.33 Million
Q1 2022

May 16, 2022
BUY
$49.47 - $50.82 $1.04 Million - $1.07 Million
21,038 New
21,038 $1.04 Million

Others Institutions Holding SCHO

# of Institutions
663
Shares Held
344M
Call Options Held
56.5K
Put Options Held
44.6K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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