Atria Wealth Solutions’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
24,103
-6,290
| -21% | -$574K | 0.05% | 395 |
|
|
2025
Q1 | $2.38M | Sell |
30,393
-2,982
| -9% | -$233K | 0.03% | 566 |
|
|
2024
Q4 | $2.47M | Buy |
33,375
+2,769
| +9% | +$205K | 0.03% | 564 |
|
|
2024
Q3 | $1.98M | Sell |
30,606
-18,023
| -37% | -$1.17M | 0.02% | 638 |
|
|
2024
Q2 | $3.58M | Sell |
48,629
-1,284
| -3% | -$94.6K | 0.04% | 426 |
|
|
2024
Q1 | $3.61M | Sell |
49,913
-57,011
| -53% | -$4.12M | 0.04% | 431 |
|
|
2023
Q4 | $7.36M | Sell |
106,924
-77
| -0.1% | -$5.3K | 0.09% | 221 |
|
|
2023
Q3 | $5.87M | Buy |
107,001
+8,289
| +8% | +$455K | 0.08% | 250 |
|
|
2023
Q2 | $5.59M | Sell |
98,712
-20,317
| -17% | -$1.15M | 0.08% | 256 |
|
|
2023
Q1 | $6.23M | Buy |
119,029
+67,205
| +130% | +$3.52M | 0.09% | 218 |
|
|
2022
Q4 | $4.31M | Buy |
51,824
+3,880
| +8% | +$323K | 0.07% | 278 |
|
|
2022
Q3 | $3.45M | Buy |
47,944
+21,268
| +80% | +$1.53M | 0.06% | 320 |
|
|
2022
Q2 | $1.69M | Sell |
26,676
-3,571
| -12% | -$226K | 0.03% | 483 |
|
|
2022
Q1 | $2.55M | Buy |
+30,247
| New | +$2.55M | 0.04% | 414 |
|