Atlas Wealth Partners, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Atlas Wealth Partners, LLC holds 58,928 shares of SCHG stock, worth $1.5 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
58,928
Previous 56,878 3.6%
Holding current value
$1.5 Million
Previous $1.59 Million 6.88%
% of portfolio
1.82%
Previous 2.01%

Shares

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

May 05, 2025
BUY
$24.91 - $29.02 $51,065 - $59,491
2,050 Added 3.6%
58,928 $1.48 Million
Q4 2024

Jan 29, 2025
BUY
$25.93 - $105.3 $1.16 Million - $4.7 Million
44,630 Added 364.39%
56,878 $1.59 Million
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
1,492
Shares Held
713M
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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