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Atlas Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Atlas Capital Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.4K Hold
424
– – ﹤0.01% 756
2025
Q1 		$10.6K Hold
424
– – ﹤0.01% 799
2024
Q4 		$11.8K Buy
424
+200
+89% +$5.47K ﹤0.01% 765
2024
Q3 		$5.83K Sell
224
-1,200
-84% -$30.2K ﹤0.01% 767
2024
Q2 		$35.9K Sell
1,424
-400
-22% -$9.44K ﹤0.01% 625
2024
Q1 		$42.3K Sell
1,824
-2,032
-53% -$44.9K 0.01% 591
2023
Q4 		$80K Hold
3,856
– – 0.01% 531
2023
Q3 		$70.1K Sell
3,856
-264
-6% -$4.97K 0.01% 500
2023
Q2 		$77.2K Buy
4,120
+1,456
+55% +$25K 0.01% 515
2023
Q1 		$43.4K Hold
2,664
– – 0.01% 585
2022
Q4 		$37K Hold
2,664
– – 0.01% 588
2022
Q3 		$37.2K Hold
2,664
– – 0.01% 574
2022
Q2 		$38.6K Hold
2,664
– – 0.01% 599
2022
Q1 		$49.8K Buy
2,664
+528
+25% +$9.63K 0.01% 547
2021
Q4 		$43.7K Buy
2,136
+840
+65% +$16.8K 0.01% 547
2021
Q3 		$24K Buy
1,296
+512
+65% +$9.75K ﹤0.01% 619
2021
Q2 		$14.3K Hold
784
– – ﹤0.01% 691
2021
Q1 		$12.7K Buy
+784
New +$12.8K ﹤0.01% 645

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atlas Capital Advisors's SCHG Position: Q2 2025 in Review

Atlas Capital Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2025 at 424 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Atlas Capital Advisors first reported a position in SCHG in Q1 2021 and has held it in 18 quarters since. The position peaked at $80K in Q4 2023. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Atlas Capital Advisors held 424 shares of Schwab US Large-Cap Growth ETF worth $12.4K as of Q2 2025.
  • Atlas Capital Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2025.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2025, its #756 holding.
  • Atlas Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 18 quarters since.
  • Atlas Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $80K in Q4 2023.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.