SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Atlas Private Wealth Advisors's Holding History (CIK: 0001814234)

Note: Option positions (PUT/CALL) are excluded.

Q4 2023
Shares 3,688 Value ($000) $281 Avg Close Range
Q3 2023
Shares 3,929 Value ($000) $278 Avg Close Range
Q2 2023
Shares 9,259 Value ($000) $672 Avg Close Range
Q1 2023
Shares 5,616 Value ($000) $411 Avg Close Range
Q4 2022
Shares 10,024 Value ($000) $757 Avg Close Range
Q3 2022
Shares 16,756 Value ($000) $1,113 Avg Close Range
Q2 2022
Shares 18,217 Value ($000) $1,305 Avg Close Range
Q1 2022
Shares 228,673 Value ($000) $18,040 Avg Close Range
Q4 2021
Shares 89,798 Value ($000) $7,258 Avg Close Range
Q3 2021
Shares 19,719 Value ($000) $1,464 Avg Close Range
Q2 2021
Shares 14 Value ($000) $1 Avg Close Range