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 23,648 shares of SCHV stock, worth $641,333. This represents 0.78% of its overall portfolio holdings.

Number of Shares
23,648
Previous 7,669 208.36%
Holding current value
$641,333
Previous $616,000 0.16%
% of portfolio
0.78%
Previous 0.94%

Shares

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

Jan 29, 2025
BUY
$25.79 - $80.4 $412,098 - $1.28 Million
15,979 Added 208.36%
23,648 $617,000
Q3 2024

Oct 18, 2024
BUY
$73.43 - $80.37 $563,134 - $616,357
7,669 New
7,669 $616,000
Q2 2023

Jul 25, 2023
BUY
$63.33 - $67.21 $493,594 - $523,834
7,794 New
7,794 $537,000

Others Institutions Holding SCHV

# of Institutions
848
Shares Held
167M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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