Atlas Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Atlas Wealth Partners, LLC

  • $81.1 Million
  • Q1 2025

A detailed history of Atlas Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Atlas Wealth Partners, LLC holds 88,853 shares of SCHD stock, worth $2.37 Million. This represents 3.06% of its overall portfolio holdings.

Number of Shares
88,853
Previous 85,709 3.67%
Holding current value
$2.37 Million
Previous $2.34 Million 6.06%
% of portfolio
3.06%
Previous 2.96%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$27.01 - $28.54 $84,919 - $89,729
3,144 Added 3.67%
88,853 $2.48 Million
Q4 2024

Jan 29, 2025
BUY
$26.93 - $84.95 $1.59 Million - $5.03 Million
59,157 Added 222.8%
85,709 $2.34 Million
Q3 2024

Oct 18, 2024
BUY
$77.02 - $85.06 $2.05 Million - $2.26 Million
26,552 New
26,552 $2.24 Million
Q2 2023

Jul 25, 2023
BUY
$69.18 - $73.94 $1.82 Million - $1.94 Million
26,270 New
26,270 $1.97 Million

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
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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