Atlas Capital Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Atlas Capital Advisors LLC

  • $656 Billion
  • Q3 2024

A detailed history of Atlas Capital Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 12,576 shares of SCHD stock, worth $345,085. This represents 0.16% of its overall portfolio holdings.

Number of Shares
12,576
Previous 12,715 1.09%
Holding current value
$345,085
Previous $989 Million 7.52%
% of portfolio
0.16%
Previous 0.13%

Shares

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

Nov 05, 2024
SELL
$77.02 - $85.06 $10,705 - $11,823
-139 Reduced 1.09%
12,576 $1.06 Billion
Q2 2024

Jul 29, 2024
BUY
$75.81 - $80.15 $1,516 - $1,603
20 Added 0.16%
12,715 $989 Million
Q1 2024

Apr 15, 2024
SELL
$75.25 - $80.63 $111,370 - $119,332
-1,480 Reduced 10.44%
12,695 $1.02 Billion
Q4 2023

Feb 15, 2024
SELL
$66.9 - $76.32 $249,537 - $284,673
-3,730 Reduced 20.83%
14,175 $1.08 Billion
Q3 2023

Nov 14, 2023
SELL
$70.63 - $75.66 $154,397 - $165,392
-2,186 Reduced 10.88%
17,905 $1.27 Billion
Q2 2023

Aug 15, 2023
SELL
$69.18 - $73.94 $49,740 - $53,162
-719 Reduced 3.46%
20,091 $1.46 Billion
Q1 2023

May 16, 2023
SELL
$70.28 - $78.03 $34,437 - $38,234
-490 Reduced 2.3%
20,810 $1.52 Billion
Q4 2022

Feb 15, 2023
BUY
$67.16 - $79.06 $42,713 - $50,282
636 Added 3.08%
21,300 $1.61 Billion
Q3 2022

Nov 08, 2022
BUY
$66.43 - $77.87 $135,517 - $158,854
2,040 Added 10.95%
20,664 $1.37 Billion
Q2 2022

Aug 16, 2022
BUY
$70.31 - $80.24 $9,843 - $11,233
140 Added 0.76%
18,624 $1.33 Billion
Q4 2021

Feb 01, 2022
SELL
$74.93 - $80.86 $4,495 - $4,851
-60 Reduced 0.32%
18,484 $1.49 Billion
Q3 2021

Oct 28, 2021
BUY
$74.23 - $78.13 $1,707 - $1,796
23 Added 0.12%
18,544 $0
Q2 2021

Jul 30, 2021
BUY
$73.32 - $77.65 $19,063 - $20,189
260 Added 1.42%
18,521 $0
Q1 2021

May 10, 2021
BUY
$63.23 - $73.67 $160,983 - $187,563
2,546 Added 16.2%
18,261 $0
Q4 2020

Feb 16, 2021
BUY
$54.8 - $65.16 $101,654 - $120,871
1,855 Added 13.38%
15,715 $0
Q3 2020

Oct 23, 2020
SELL
$50.37 - $58.54 $162,342 - $188,674
-3,223 Reduced 18.87%
13,860 $0
Q2 2020

Jul 28, 2020
SELL
$43.56 - $56.5 $27,050 - $35,086
-621 Reduced 3.51%
17,083 $0
Q1 2020

May 04, 2020
BUY
$39.5 - $59.28 $7,544 - $11,322
191 Added 1.09%
17,704 $0
Q4 2019

Jan 28, 2020
SELL
$52.87 - $58.15 $5,498 - $6,047
-104 Reduced 0.59%
17,513 $0
Q2 2019

Jul 25, 2019
BUY
N/A
17,617 New
17,617 $0

Others Institutions Holding SCHD

# of Institutions
1,763
Shares Held
277M
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
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More about SCHD
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