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

Atlas Wealth Partners, LLC

  • $79 Million
  • Q4 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 85,709 shares of SCHD stock, worth $2.36 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares
85,709
Previous 26,552 222.8%
Holding current value
$2.36 Million
Previous $2.24 Million 4.37%
% of portfolio
2.96%
Previous 3.42%

Shares

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

Jan 29, 2025
BUY
$26.93 - $84.95 $1.59 Million - $5.03 Million
59,157 Added 222.8%
85,709 $2.34 Million
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
1,949
Shares Held
833M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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