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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

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Quarterly 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