Atlas Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Atlas Wealth Partners, LLC

  • $79 Million
  • Q4 2024

A detailed history of Atlas Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Atlas Wealth Partners, LLC holds 56,878 shares of SCHG stock, worth $1.62 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
56,878
Previous 12,248 364.39%
Holding current value
$1.62 Million
Previous $1.28 Million 24.22%
% of portfolio
2.01%
Previous 1.95%

Shares

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

Jan 29, 2025
BUY
$25.93 - $105.3 $1.16 Million - $4.7 Million
44,630 Added 364.39%
56,878 $1.59 Million
Q3 2024

Oct 18, 2024
BUY
$92.63 - $105.69 $1.13 Million - $1.29 Million
12,248 New
12,248 $1.28 Million
Q2 2023

Jul 25, 2023
BUY
$63.6 - $74.95 $696,801 - $821,152
10,956 New
10,956 $836,000

Others Institutions Holding SCHG

# of Institutions
1,380
Shares Held
1.91B
Call Options Held
167K
Put Options Held
96.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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