Atlas Financial Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Atlas Financial Advisors, Inc.

$60.6 Million
Q3 2024

A detailed history of Atlas Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Atlas Financial Advisors, Inc. holds 5,451 shares of SCHD stock, worth $152,682. This represents 0.76% of its overall portfolio holdings.

Number of Shares

5,451

Previous 4,371 24.71%

Holding current value

$152,682

Previous $339,000 35.69%

% of portfolio

0.76%

Previous 0.58%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$77.02 - $85.06 $83,181 - $91,864	1,080 Added 24.71%	5,451 $460,000
Q2 2024 Aug 05, 2024	BUY	$75.81 - $80.15 $7,277 - $7,694	96 Added 2.25%	4,371 $339,000
Q1 2024 May 13, 2024	BUY	$75.25 - $80.63 $40,108 - $42,975	533 Added 14.24%	4,275 $344,000
Q4 2023 Feb 12, 2024	SELL	$66.9 - $76.32 $189,594 - $216,290	-2,834 Reduced 43.1%	3,742 $284,000
Q3 2023 Oct 11, 2023	BUY	$70.63 - $75.66 $252,502 - $270,484	3,575 Added 119.13%	6,576 $465,000
Q2 2023 Jul 17, 2023	BUY	$69.18 - $73.94 $3,735 - $3,992	54 Added 1.83%	3,001 $217,000
Q1 2023 Apr 25, 2023	BUY	$70.28 - $78.03 $207,115 - $229,954	2,947 New	2,947 $215,000
Q2 2022 Jul 25, 2022	BUY	$70.31 - $80.24 $111,300 - $127,019	1,583 Added 2.64%	61,574 $4.41 Million
Q1 2022 Apr 27, 2022	BUY	$75.14 - $81.94 $4.51 Million - $4.92 Million	59,991 New	59,991 $4.73 Million

Others Institutions Holding SCHD

# of Institutions

1,813

Shares Held

410M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Atlas Financial Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History