Atlas Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Atlas Wealth Partners, LLC

$70.1 Million
Q3 2025

A detailed history of Atlas Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Atlas Wealth Partners, LLC holds 94,116 shares of SCHD stock, worth $2.56 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares

94,116

Previous 89,998 4.58%

Holding current value

$2.56 Million

Previous $2.39 Million 7.71%

% of portfolio

3.67%

Previous 2.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$26.38 - $27.95 $108,632 - $115,098	4,118 Added 4.58%	94,116 $2.57 Million
Q2 2025 Aug 05, 2025	BUY	$24.32 - $27.87 $27,846 - $31,911	1,145 Added 1.29%	89,998 $2.39 Million
Q1 2025 May 05, 2025	BUY	$27.01 - $28.54 $84,919 - $89,729	3,144 Added 3.67%	88,853 $2.48 Million
Q4 2024 Jan 29, 2025	BUY	$26.93 - $84.95 $1.59 Million - $5.03 Million	59,157 Added 222.8%	85,709 $2.34 Million
Q3 2024 Oct 18, 2024	BUY	$77.02 - $85.06 $2.05 Million - $2.26 Million	26,552 New	26,552 $2.24 Million

Q2 2023 Jul 25, 2023	BUY	$69.18 - $73.94 $1.82 Million - $1.94 Million	26,270 New	26,270 $1.97 Million

Others Institutions Holding SCHD

# of Institutions

2,057

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Atlas Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History