Atlas Capital Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Atlas Capital Advisors LLC

  • $656 Billion
  • Q3 2024

A detailed history of Atlas Capital Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 56,014 shares of SCHB stock, worth $1.3 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
56,014
Previous 54,152 3.44%
Holding current value
$1.3 Million
Previous $3.4 Billion 9.45%
% of portfolio
0.57%
Previous 0.44%

Shares

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

Nov 05, 2024
BUY
$59.93 - $66.52 $111,589 - $123,860
1,862 Added 3.44%
56,014 $3.73 Billion
Q2 2024

Jul 29, 2024
SELL
$57.57 - $63.3 $98,214 - $107,989
-1,706 Reduced 3.05%
54,152 $3.4 Billion
Q1 2024

Apr 15, 2024
BUY
$54.61 - $61.05 $125,493 - $140,292
2,298 Added 4.29%
55,858 $3.41 Billion
Q4 2023

Feb 15, 2024
BUY
$47.61 - $55.91 $28,994 - $34,049
609 Added 1.15%
53,560 $2.98 Billion
Q3 2023

Nov 14, 2023
BUY
$49.59 - $53.57 $200,591 - $216,690
4,045 Added 8.27%
52,951 $2.64 Billion
Q2 2023

Aug 15, 2023
SELL
$47.08 - $51.7 $15,301 - $16,802
-325 Reduced 0.66%
48,906 $2.53 Billion
Q1 2023

May 16, 2023
SELL
$44.47 - $49.23 $142,882 - $158,175
-3,213 Reduced 6.13%
49,231 $2.36 Billion
Q4 2022

Feb 15, 2023
BUY
$41.94 - $47.81 $251,136 - $286,286
5,988 Added 12.89%
52,444 $2.35 Billion
Q3 2022

Nov 08, 2022
BUY
$41.99 - $50.63 $59,205 - $71,388
1,410 Added 3.13%
46,456 $1.95 Billion
Q2 2022

Aug 16, 2022
BUY
$42.93 - $53.98 $19,619 - $24,668
457 Added 1.02%
45,046 $1.99 Billion
Q1 2022

May 11, 2022
BUY
$49.15 - $56.85 $981,574 - $1.14 Million
19,971 Added 81.12%
44,589 $2.38 Billion
Q4 2021

Feb 01, 2022
BUY
$51.87 - $56.86 $5,705 - $6,254
110 Added 0.45%
24,618 $2.78 Billion
Q3 2021

Oct 28, 2021
SELL
$51.32 - $54.83 $152,625 - $163,064
-2,974 Reduced 10.82%
24,508 $0
Q2 2021

Jul 30, 2021
BUY
$48.92 - $52.14 $28,080 - $29,928
574 Added 2.13%
27,482 $0
Q1 2021

May 10, 2021
SELL
$44.89 - $48.81 $9,471 - $10,298
-211 Reduced 0.78%
26,908 $0
Q4 2020

Feb 16, 2021
SELL
$39.03 - $45.5 $12,372 - $14,423
-317 Reduced 1.16%
27,119 $0
Q3 2020

Oct 23, 2020
SELL
$36.93 - $42.52 $2,474 - $2,848
-67 Reduced 0.24%
27,436 $0
Q2 2020

Jul 28, 2020
BUY
$28.84 - $38.49 $219,962 - $293,563
7,627 Added 38.37%
27,503 $0
Q1 2020

May 04, 2020
BUY
$26.18 - $40.44 $516,531 - $797,881
19,730 Added 13513.7%
19,876 $0
Q2 2019

Jul 25, 2019
BUY
N/A
146 New
146 $0
Q4 2018

Jan 29, 2019
SELL
N/A
-675 Closed
0 $0
Q2 2018

Jul 30, 2018
BUY
N/A
675 New
675 $0

Others Institutions Holding SCHB

# of Institutions
1,179
Shares Held
166M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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