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

Atlas Wealth Partners, LLC

  • $70.1 Million
  • Q3 2025

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 32,559 shares of SCHV stock, worth $943,885. This represents 1.35% of its overall portfolio holdings.

Number of Shares
32,559
Previous 26,475 22.98%
Holding current value
$943,885
Previous $733,000 29.2%
% of portfolio
1.35%
Previous 0.85%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$27.61 - $29.15 $167,979 - $177,348
6,084 Added 22.98%
32,559 $947,000
Q2 2025

Aug 05, 2025
BUY
$23.55 - $27.67 $29,319 - $34,449
1,245 Added 4.93%
26,475 $733,000
Q1 2025

May 05, 2025
BUY
$25.77 - $27.6 $40,768 - $43,663
1,582 Added 6.69%
25,230 $671,000
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
975
Shares Held
358M
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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