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 $150,338. This represents 0.76% of its overall portfolio holdings.

Number of Shares
5,451
Previous 4,371 24.71%
Holding current value
$150,338
Previous $339,000 35.69%
% of portfolio
0.76%
Previous 0.58%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,952
Shares Held
848M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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