Atlas Capital Advisors LLC Schwab Strategic Tr 1000 Index Transaction History
Atlas Capital Advisors LLC
- $640 Billion
- Q1 2024
A detailed history of Atlas Capital Advisors LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 1,413 shares of SCHK stock, worth $74,521. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,413
Previous 1,413
-0.0%
Holding current value
$74,521
Previous $65.1 Million
10.01%
% of portfolio
0.01%
Previous 0.01%
Shares
18 transactions
Others Institutions Holding SCHK
# of Institutions
157Shares Held
34.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.4MShares$1.29 Billion2.79% of portfolio
-
Legacy Wealth Management, Inc3.68MShares$194 Million13.76% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$99 Million22.84% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.25MShares$65.8 Million5.85% of portfolio
-
Waddell & Associates, LLC950KShares$50.1 Million6.56% of portfolio