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Schwab Strategic Tr us dividend eq shares owned by Atlas Wealth Partners

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

Historical chart of Atlas Wealth Partners 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 Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 27k 84.51
2023-06-30 $2.0M 26k 74.95

More positions owned by Atlas Wealth Partners

Texas Pacific Land Corp (TPL)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
Listed Fd Tr Horizon Kinetics (INFL)
Franco-Nevada Corporation (FNV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Wheaton Precious Metals Corp (WPM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Royal Gold (RGLD)
Intuitive Surgical Com New (ISRG)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
Grayscale Bitcoin Mini Tr Bt SHS

View all positions for Atlas Wealth Partners

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Management
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Sontag Advisory
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq