Atria Wealth Solutions, Inc. Schwab Strategic Tr Us Large C Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 150,787 shares of SCHX stock, worth $4 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
150,787
Previous 173,887 13.28%
Holding current value
$4 Million
Previous $3.84 Million 4.01%
% of portfolio
0.09%
Previous 0.05%

Shares

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

Jul 25, 2025
SELL
$19.6 - $24.44 $452,760 - $564,564
-23,100 Reduced 13.28%
150,787 $3.69 Million
Q1 2025

May 09, 2025
SELL
$21.75 - $24.28 $3.68 Million - $4.11 Million
-169,269 Reduced 49.33%
173,887 $3.84 Million
Q4 2024

Jan 31, 2025
BUY
$22.4 - $68.28 $5.87 Million - $17.9 Million
262,102 Added 323.37%
343,156 $7.95 Million
Q3 2024

Nov 08, 2024
BUY
$61.11 - $67.85 $714,498 - $793,302
11,692 Added 16.86%
81,054 $5.5 Million
Q2 2024

Jul 22, 2024
SELL
$58.7 - $64.78 $205,978 - $227,313
-3,509 Reduced 4.82%
69,362 $4.46 Million
Q1 2024

May 13, 2024
BUY
$55.41 - $62.08 $132,485 - $148,433
2,391 Added 3.39%
72,871 $4.52 Million
Q4 2023

Feb 02, 2024
BUY
$48.47 - $56.6 $187,045 - $218,419
3,859 Added 5.79%
70,480 $3.98 Million
Q3 2023

Nov 08, 2023
SELL
$50.36 - $54.21 $75,086 - $80,827
-1,491 Reduced 2.19%
66,621 $3.37 Million
Q2 2023

Aug 03, 2023
SELL
$47.67 - $52.37 $3.53 Million - $3.87 Million
-73,987 Reduced 52.07%
68,112 $3.57 Million
Q1 2023

Aug 22, 2023
BUY
$44.78 - $49.41 $492,624 - $543,559
11,001 Added 16.15%
79,113 $3.83 Million
Q1 2023

Jun 14, 2023
BUY
$44.78 - $49.41 $2.82 Million - $3.11 Million
62,986 Added 79.62%
142,099 $6.87 Million
Q1 2023

May 10, 2023
SELL
$44.78 - $49.41 $2.82 Million - $3.11 Million
-62,986 Reduced 44.33%
79,113 $3.83 Million
Q4 2022

Aug 30, 2023
BUY
$42.25 - $48.16 $3.13 Million - $3.56 Million
73,987 Added 108.63%
142,099 $6.42 Million
Q4 2022

Feb 13, 2023
BUY
$42.25 - $48.16 $902,586 - $1.03 Million
21,363 Added 17.69%
142,099 $6.42 Million
Q3 2022

Feb 13, 2023
SELL
$42.35 - $51.01 $3.22 Million - $3.88 Million
-75,966 Reduced 38.62%
120,736 $0
Q3 2022

Nov 14, 2022
BUY
$42.35 - $51.01 $7.39 Million - $8.9 Million
174,540 Added 787.56%
196,702 $8.75 Million
Q2 2022

Aug 15, 2022
SELL
$43.35 - $54.51 $21,588 - $27,145
-498 Reduced 2.2%
22,162 $989,000
Q1 2022

May 16, 2022
BUY
$49.51 - $57.27 $1.12 Million - $1.3 Million
22,660 New
22,660 $1.22 Million

Others Institutions Holding SCHX

# of Institutions
1,634
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
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