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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Atlas Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Atlas Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pacer Fds Tr Globl Cash Etf (GCOW)
Direxion Shs Etf Tr Daily 20+ Year T (TMF)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Us Bancorp Del Com New (USB)
Fidelity Covington Trust Msci Utils Index (FUTY)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Atlas Financial Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Wealthfront Advisers
Sontag Advisory
Raymond James Financial Services Advisors
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq