Atlas Capital Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Atlas Capital Advisors LLC
- $819 Billion
- Q2 2025
A detailed history of Atlas Capital Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 424 shares of SCHG stock, worth $13,678. This represents 0.0% of its overall portfolio holdings.
Number of Shares
424
Previous 424
-0.0%
Holding current value
$13,678
Previous $10.6 Million
16.66%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding SCHG
# of Institutions
1,698Shares Held
861MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL41.8MShares$1.35 Billion14.17% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio