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

Atlas Wealth Partners, LLC

  • $79 Million
  • Q4 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 23,648 shares of SCHV stock, worth $627,617. This represents 0.78% of its overall portfolio holdings.

Number of Shares
23,648
Previous 7,669 208.36%
Holding current value
$627,617
Previous $616,000 0.16%
% of portfolio
0.78%
Previous 0.94%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$25.79 - $80.4 $412,098 - $1.28 Million
15,979 Added 208.36%
23,648 $617,000
Q3 2024

Oct 18, 2024
BUY
$73.43 - $80.37 $563,134 - $616,357
7,669 New
7,669 $616,000
Q2 2023

Jul 25, 2023
BUY
$63.33 - $67.21 $493,594 - $523,834
7,794 New
7,794 $537,000

Others Institutions Holding SCHV

# of Institutions
884
Shares Held
327M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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