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Schwab U S Large Cap Growth ETF shares owned by Atlas Wealth Partners

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Atlas Wealth Partners from 13F filings

Historical chart of Atlas Wealth Partners investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF 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 U S Large Cap Growth ETF by Atlas Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 12k 104.18
2023-06-30 $836k 11k 76.31

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 U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF