Atlas Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Atlas Wealth Partners, LLC

  • $65.6 Million
  • Q3 2024

A detailed history of Atlas Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Atlas Wealth Partners, LLC holds 12,248 shares of SCHG stock, worth $346,740. This represents 1.95% of its overall portfolio holdings.

Number of Shares
12,248
Holding current value
$346,740
% of portfolio
1.95%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$92.63 - $105.69 $1.13 Million - $1.29 Million
12,248 New
12,248 $1.28 Million
Q2 2023

Jul 25, 2023
BUY
$63.6 - $74.95 $696,801 - $821,152
10,956 New
10,956 $836,000

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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

Track Atlas Wealth Partners, LLC Portfolio

Follow Atlas Wealth Partners, 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 Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email