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

Atlas Financial 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
2024
Q4 		$678K Buy
24,323
+3,643
+18% +$99.6K 1.06% 16
2024
Q3 		$539K Buy
20,680
+2,136
+12% +$53.8K 0.85% 19
2024
Q2 		$467K Sell
18,544
-976
-5% -$23K 0.77% 18
2024
Q1 		$452K Sell
19,520
-632
-3% -$14K 0.7% 19
2023
Q4 		$418K Sell
20,152
-21,304
-51% -$412K 0.68% 15
2023
Q3 		$754K Buy
41,456
+20,604
+99% +$388K 0.59% 16
2023
Q2 		$391K Buy
20,852
+144
+0.7% +$2.47K 0.55% 15
2023
Q1 		$337K Buy
20,708
+756
+4% +$11.5K 0.46% 17
2022
Q4 		$277K Buy
19,952
+3,272
+20% +$47K 0.38% 17
2022
Q3 		$233K Buy
16,680
+2,572
+18% +$40.3K 0.38% 11
2022
Q2 		$205K Sell
14,108
-200
-1% -$3.2K 0.23% 21
2022
Q1 		$268K Sell
14,308
-12
-0.1% -$219 0.27% 20
2021
Q4 		$293K Buy
+14,320
New +$286K 0.27% 12

Other funds holding SCHG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atlas Financial Advisors's SCHG Position: Q4 2024 in Review

Atlas Financial Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 18% in Q4 2024, buying an estimated $99.6K and bringing the position to 24,323 shares worth $678K. The position accounts for 1.06% of the portfolio, ranked #16.

Atlas Financial Advisors first reported a position in SCHG in Q4 2021 and has held it in 13 quarters since. The position peaked at $754K in Q3 2023. 1,382 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Atlas Financial Advisors held 24,323 shares of Schwab US Large-Cap Growth ETF worth $678K as of Q4 2024.
  • Atlas Financial Advisors bought 3,643 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $99.6K.
  • Schwab US Large-Cap Growth ETF made up 1.06% of Atlas Financial Advisors's portfolio in Q4 2024, its #16 holding.
  • Atlas Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 13 quarters since.
  • Atlas Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $754K in Q3 2023.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.