Atlas Capital Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Atlas Capital Advisors LLC

  • $640 Billion
  • Q1 2024

A detailed history of Atlas Capital Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 47,892 shares of SCHM stock, worth $3.7 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
47,892
Previous 41,585 15.17%
Holding current value
$3.7 Million
Previous $3.13 Billion 24.51%
% of portfolio
0.61%
Previous 0.45%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$72.89 - $81.43 $459,717 - $513,579
6,307 Added 15.17%
47,892 $3.9 Billion
Q4 2023

Feb 15, 2024
BUY
$63.01 - $75.95 $84,433 - $101,773
1,340 Added 3.33%
41,585 $3.13 Billion
Q2 2023

Aug 15, 2023
BUY
$65.29 - $71.03 $132,277 - $143,906
2,026 Added 5.3%
40,245 $2.86 Billion
Q1 2023

May 16, 2023
SELL
$64.24 - $73.9 $46,959 - $54,020
-731 Reduced 1.88%
38,219 $2.59 Billion
Q4 2022

Feb 15, 2023
BUY
$64.3 - $69.94 $119,662 - $130,158
1,861 Added 5.02%
38,950 $2.56 Billion
Q2 2022

Aug 16, 2022
SELL
N/A
-3,627 Reduced 8.91%
37,089 $2.33 Billion
Q1 2022

May 11, 2022
SELL
N/A
-687 Reduced 1.66%
40,716 $3.09 Billion
Q4 2021

Feb 01, 2022
SELL
N/A
-3,704 Reduced 8.21%
41,403 $3.33 Billion
Q3 2021

Oct 28, 2021
SELL
N/A
-3,898 Reduced 7.95%
45,107 $0
Q2 2021

Jul 30, 2021
BUY
N/A
3,842 Added 8.51%
49,005 $0
Q4 2020

Feb 16, 2021
BUY
N/A
2,608 Added 6.13%
45,163 $0
Q3 2020

Oct 23, 2020
SELL
N/A
-1,053 Reduced 2.41%
42,555 $0
Q2 2020

Jul 28, 2020
SELL
N/A
-2,862 Reduced 6.16%
43,608 $0
Q1 2020

May 04, 2020
BUY
N/A
25,829 Added 125.13%
46,470 $0
Q4 2019

Jan 28, 2020
SELL
N/A
-296 Reduced 1.41%
20,641 $0
Q3 2019

Nov 01, 2019
BUY
N/A
1,264 Added 6.43%
20,937 $0
Q2 2019

Jul 25, 2019
BUY
N/A
73 Added 0.37%
19,673 $0
Q1 2019

Apr 29, 2019
BUY
N/A
5 Added 0.03%
19,600 $0
Q4 2018

Jan 29, 2019
BUY
N/A
19,595 New
19,595 $0

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Atlas Capital Advisors LLC Portfolio

Follow Atlas Capital Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Capital Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email