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Schwab Strategic Tr us dividend eq shares owned by Atlas Wealth

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Atlas Wealth from 13F filings

Historical chart of Atlas Wealth 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 Wealth 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 Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $347k 11k 31.71

More positions owned by Atlas Wealth

Srh Total Return Fund Incorporated Closed End Funds - Taxable (STEW)
Central Secs Corporation Closed End Funds - Taxable (CET)
U.s. Bancorp Pfd B Non-cumulative 3.5 Preferred Stock (USB.PH)
Apple Incorporated Common Stock (AAPL)
Victory Portfolios Ii Victoryshares Free Cash Flow Exchange Traded Funds (Country Baskets/iShares) -.. (VFLO)
Pgim Short Dur Hig Yld Opp Closed End Funds - Taxable (SDHY)
Neuberger Next Generation Closed End Funds - Taxable (NBXG)
Nyli Cbre Gbl Infr Megtrnds Tr Closed End Funds - Taxable (MEGI)
Thornburg Incm Builder Opp Tr Closed End Funds - Taxable (TBLD)
Nuveen Core Plus Impact Fund Com Ben Int Closed End Funds - Taxable (NPCT)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Angel Oak Finl Strategies Incm Com Ben Int Closed End Funds - Taxable (FINS)
Guggenheim Active Alloc Closed End Funds - Taxable (GUG)
Bexil Investment Trust Closed End Funds - Taxable (BXSY)
Cambria Shareholder Yield Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SYLD)

View all positions for Atlas Wealth

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
LPL Financial
Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Virginia Estate & Retirement Planning Advisors
Commonwealth Equity Services
Cassaday & Co Wealth Management

View all funds holding Schwab Strategic Tr us dividend eq