Atlas Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Atlas Wealth Partners’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.92M	Sell	92,103 -1,674	-2%	-$53.1K	3.19%	7
2026 Q1	$2.88M	Sell	93,777 -1,512	-2%	-$45.9K	2.96%	6
2025 Q4	$2.61M	Buy	95,289 +1,173	+1%	+$31.9K	2.87%	7
2025 Q3	$2.57M	Buy	94,116 +4,118	+5%	+$112K	2.62%	7
2025 Q2	$2.38M	Buy	89,998 +1,145	+1%	+$29.9K	2.75%	7
2025 Q1	$2.48M	Buy	88,853 +3,144	+4%	+$87.6K	3.06%	6
2024 Q4	$2.34M	Buy	85,709 +6,053	+8%	+$172K	2.96%	7
2024 Q3	$2.24M	Buy	+79,656	New	+$2.17M	3.42%	7
2023 Q3	–	Sell	-78,810	Closed	-$1.97M	–	31
2023 Q2	$1.97M	Buy	+78,810	New	+$1.88M	5.67%	5

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Atlas Wealth Partners's SCHD Position: Q2 2026 in Review

Atlas Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.8% in Q2 2026, selling an estimated $53.1K and leaving 92,103 shares worth $2.92M. The position accounts for 3.19% of the portfolio, ranked #7.

Atlas Wealth Partners first reported a position in SCHD in Q2 2023 and has held it in 9 quarters since. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Atlas Wealth Partners held 92,103 shares of Schwab US Dividend Equity ETF worth $2.92M as of Q2 2026.
Atlas Wealth Partners sold 1,674 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $53.1K.
Schwab US Dividend Equity ETF made up 3.19% of Atlas Wealth Partners's portfolio in Q2 2026, its #7 holding.
Atlas Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 9 quarters since.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.