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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Atlas Wealth Partners's SCHG Position: Q1 2026 in Review

Atlas Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.97% in Q1 2026, buying an estimated $20.9K and bringing the position to 70,111 shares worth $2.04M. The position accounts for 2.1% of the portfolio, ranked #12.

Atlas Wealth Partners first reported a position in SCHG in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.27M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Atlas Wealth Partners held 70,111 shares of Schwab US Large-Cap Growth ETF worth $2.04M as of Q1 2026.
Atlas Wealth Partners bought 672 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $20.9K.
Schwab US Large-Cap Growth ETF made up 2.1% of Atlas Wealth Partners's portfolio in Q1 2026, its #12 holding.
Atlas Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 8 quarters since.
Atlas Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $2.27M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Atlas Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.