Schwab Strategic Tr us dividend eq shares owned by Atlas Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Atlas Financial Advisors
from 13F filings
Historical chart of Atlas Financial Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Atlas Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $461k | 5.5k | 84.53 |
| 2024-06-30 | $340k | 4.4k | 77.76 |
| 2024-03-31 | $345k | 4.3k | 80.64 |
| 2023-12-31 | $285k | 3.7k | 76.14 |
| 2023-09-30 | $465k | 6.6k | 70.76 |
| 2023-06-30 | $218k | 3.0k | 72.62 |
| 2023-03-31 | $216k | 2.9k | 73.16 |
| 2022-06-30 | $4.4M | 62k | 71.64 |
| 2022-03-31 | $4.7M | 60k | 78.90 |
Top funds holding Schwab Strategic Tr us dividend eq
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