Atlas Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Atlas Wealth Partners’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
2026 Q2	$2.29M	Sell	67,754 -2,357	-3%	-$78.1K	2.5%	9
2026 Q1	$2.04M	Buy	70,111 +672	+1%	+$20.9K	2.1%	12
2025 Q4	$2.27M	Buy	69,439 +2,026	+3%	+$65.9K	2.49%	9
2025 Q3	$2.15M	Buy	67,413 +7,346	+12%	+$224K	2.2%	9
2025 Q2	$1.75M	Buy	60,067 +1,139	+2%	+$30.1K	2.03%	10
2025 Q1	$1.48M	Buy	58,928 +2,050	+4%	+$56.1K	1.82%	10
2024 Q4	$1.58M	Buy	56,878 +7,886	+16%	+$216K	2.01%	9
2024 Q3	$1.28M	Buy	+48,992	New	+$1.23M	1.95%	11
2023 Q3	–	Sell	-43,824	Closed	-$836K	–	32
2023 Q2	$836K	Buy	+43,824	New	+$751K	2.41%	12

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Atlas Wealth Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.4% in Q2 2026, selling an estimated $78.1K and leaving 67,754 shares worth $2.29M. The position accounts for 2.5% of the portfolio, ranked #9.

Atlas Wealth Partners first reported a position in SCHG in Q2 2023 and has held it in 9 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Atlas Wealth Partners held 67,754 shares of Schwab US Large-Cap Growth ETF worth $2.29M as of Q2 2026.
Atlas Wealth Partners sold 2,357 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $78.1K.
Schwab US Large-Cap Growth ETF made up 2.5% of Atlas Wealth Partners's portfolio in Q2 2026, its #9 holding.
Atlas Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 9 quarters since.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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