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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
2025-09-30 $2.2M 67k 31.91
2025-06-30 $1.8M 60k 29.22
2025-03-31 $1.5M 59k 25.05
2024-12-31 $1.6M 57k 27.87
2024-09-30 $1.3M 12k 104.18
2023-06-30 $836k 11k 76.31

More positions owned by Atlas Wealth Partners

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Texas Pacific Land Corp (TPL)
Listed Fds Tr Horizon Kinetics (INFL)
Franco-Nevada Corporation (FNV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wheaton Precious Metals Corp (WPM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Landbridge Company Cl A (LB)
Royal Gold (RGLD)
Permian Basin Rty Tr Unit Ben Int (PBT)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
Apple (AAPL)

View all positions for Atlas Wealth Partners

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF