Atlas Capital Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Atlas Capital Advisors LLC
- $770 Billion
- Q2 2024
A detailed history of Atlas Capital Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 356 shares of SCHG stock, worth $9,401. This represents 0.0% of its overall portfolio holdings.
Number of Shares
356
Previous 456
21.93%
Holding current value
$9,401
Previous $42.3 Million
15.09%
% of portfolio
0.0%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding SCHG
# of Institutions
1,265Shares Held
170MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$280 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$264 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$258 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$240 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$119 Million14.61% of portfolio