Schwab Strategic Tr cmn shares owned by Atlas Wealth Partners
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Atlas Wealth Partners
from 13F filings
Historical chart of Atlas Wealth Partners investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Atlas Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr cmn by Atlas Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $948k | 33k | 29.11 |
| 2025-06-30 | $733k | 27k | 27.69 |
| 2025-03-31 | $671k | 25k | 26.60 |
| 2024-12-31 | $617k | 24k | 26.09 |
| 2024-09-30 | $616k | 7.7k | 80.32 |
| 2023-06-30 | $537k | 7.8k | 68.90 |