Atria Wealth Solutions’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.2M	Sell	24,103 -6,290	-21%	-$527K	0.05%	395
2025 Q1	$2.38M	Sell	30,393 -2,982	-9%	-$234K	0.03%	569
2024 Q4	$2.47M	Buy	33,375 +2,769	+9%	+$207K	0.03%	567
2024 Q3	$1.98M	Sell	30,606 -18,023	-37%	-$1.18M	0.02%	641
2024 Q2	$3.58M	Sell	48,629 -1,284	-3%	-$94.9K	0.04%	428
2024 Q1	$3.61M	Sell	49,913 -57,011	-53%	-$3.75M	0.04%	433
2023 Q4	$7.36M	Sell	106,924 -77	-0.1%	-$4.45K	0.09%	222
2023 Q3	$5.87M	Buy	107,001 +8,289	+8%	+$501K	0.08%	250
2023 Q2	$5.59M	Sell	98,712 -20,317	-17%	-$1.06M	0.08%	256
2023 Q1	$6.23M	Buy	119,029 +67,205	+130%	+$4.92M	0.09%	218
2022 Q4	$4.31M	Buy	51,824 +3,880	+8%	+$301K	0.07%	278
2022 Q3	$3.45M	Buy	47,944 +21,268	+80%	+$1.48M	0.06%	320
2022 Q2	$1.69M	Sell	26,676 -3,571	-12%	-$246K	0.03%	500
2022 Q1	$2.55M	Buy	+30,247	New	+$2.66M	0.04%	414