Atlas Financial Advisors, Inc. SCHP Holdings History
Atlas Financial Advisors, Inc.'s Schwab U.S. Tips ETF Holding Summary
As of 2024-12-31, Atlas Financial Advisors, Inc. held 33,598.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $867,840.00. This investment constitutes 1.35% of their stock portfolio, and Atlas Financial Advisors, Inc. now holds 0.01% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2024Q4. And since then Atlas Financial Advisors, Inc. has made 1 purchases of SCHP, at an average price of $26.27, for a total of 33,598.00 shares. Based on historical transaction data and SCHP's current price of $26.53, Atlas Financial Advisors, Inc.'s estimated gain on his SCHP holdings is $8,732.12, reflecting a 0.99% gain to date.
Atlas Financial Advisors, Inc. SCHP ($26.53) Holding Chart
Atlas Financial Advisors, Inc. SCHP ($26.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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