Atlas Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Atlas Wealth Partners, LLC

  • $65.6 Million
  • Q3 2024

A detailed history of Atlas Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Atlas Wealth Partners, LLC holds 26,552 shares of SCHD stock, worth $732,569. This represents 3.42% of its overall portfolio holdings.

Number of Shares
26,552
Holding current value
$732,569
% of portfolio
3.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$77.02 - $85.06 $2.05 Million - $2.26 Million
26,552 New
26,552 $2.24 Million
Q2 2023

Jul 25, 2023
BUY
$69.18 - $73.94 $1.82 Million - $1.94 Million
26,270 New
26,270 $1.97 Million

Others Institutions Holding SCHD

# of Institutions
1,761
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Atlas Wealth Partners, LLC Portfolio

Follow Atlas Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email