A detailed history of Atlas Capital Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 901 shares of SCHA stock, worth $23,615. This represents 0.01% of its overall portfolio holdings.

Number of Shares
901
Previous 890 1.24%
Holding current value
$23,615
Previous $42.2 Million 9.87%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 05, 2024

BUY
$46.9 - $51.96 $515 - $571
11 Added 1.24%
901 $46.4 Million
Q2 2024

Jul 29, 2024

SELL
$45.24 - $49.04 $995 - $1,078
-22 Reduced 2.41%
890 $42.2 Million
Q1 2024

Apr 15, 2024

BUY
$44.84 - $49.24 $6,995 - $7,681
156 Added 20.63%
912 $44.9 Million
Q4 2023

Feb 15, 2024

SELL
$38.13 - $48.02 $533 - $672
-14 Reduced 1.82%
756 $35.7 Million
Q3 2023

Nov 14, 2023

BUY
$40.85 - $46.1 $15,073 - $17,010
369 Added 92.02%
770 $31.9 Million
Q2 2023

Aug 15, 2023

SELL
$39.91 - $43.82 $4,509 - $4,951
-113 Reduced 21.98%
401 $17.6 Million
Q1 2023

May 16, 2023

SELL
$39.82 - $46.36 $4,220 - $4,914
-106 Reduced 17.1%
514 $21.6 Million
Q4 2022

Feb 15, 2023

BUY
$38.25 - $43.54 $6,808 - $7,750
178 Added 40.27%
620 $25.1 Million
Q3 2022

Nov 08, 2022

SELL
$37.65 - $45.9 $150 - $183
-4 Reduced 0.9%
442 $16.7 Million
Q2 2022

Aug 16, 2022

BUY
$37.88 - $48.01 $6,666 - $8,449
176 Added 65.19%
446 $17.4 Million
Q1 2022

May 11, 2022

BUY
$44.42 - $51.73 $9,061 - $10,552
204 Added 309.09%
270 $12.8 Million
Q2 2021

Jul 30, 2021

BUY
$48.39 - $52.91 $1,258 - $1,375
26 Added 65.0%
66 $0
Q4 2020

Feb 16, 2021

BUY
$34.66 - $45.17 $1,386 - $1,806
40 New
40 $0
Q3 2020

Oct 23, 2020

SELL
$32.09 - $36.38 $1,283 - $1,455
-40 Closed
0 $0
Q2 2020

Jul 28, 2020

BUY
$23.59 - $35.22 $943 - $1,408
40 New
40 $0

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
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