Atlas Financial Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Atlas Financial Advisors, Inc.
- $57.6 Million
- Q4 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 19,139 shares of SCHD stock, worth $486,896. This represents 0.91% of its overall portfolio holdings.
Number of Shares
19,139
Previous 5,451
251.11%
Holding current value
$486,896
Previous $460,000
13.48%
% of portfolio
0.91%
Previous 0.76%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,965Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$924 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$662 Million4.56% of portfolio