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

Atlas Wealth Partners, LLC

$86.6 Million
Q2 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 89,998 shares of SCHD stock, worth $2.39 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares

89,998

Previous 88,853 1.29%

Holding current value

$2.39 Million

Previous $2.48 Million 3.99%

% of portfolio

2.75%

Previous 3.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,014

Shares Held

885M

Call Options Held

4.51M

Put Options Held

2.75M

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