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Atomi Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Atomi Financial Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.46M Buy
178,805
+3,840
+2% +$127K 0.17% 113
2026
Q1 		$5.09M Sell
174,965
-12,303
-7% -$369K 0.16% 117
2025
Q4 		$5.33M Sell
187,268
-5,851
-3% -$165K 0.16% 109
2025
Q3 		$5.39M Buy
193,119
+9,635
+5% +$258K 0.17% 102
2025
Q2 		$4.64M Sell
183,484
-15,244
-8% -$360K 0.18% 95
2025
Q1 		$4.66M Sell
198,728
-13,219
-6% -$337K 0.21% 91
2024
Q4 		$5.48M Buy
211,947
+7,609
+4% +$202K 0.28% 73
2024
Q3 		$5.26M Buy
204,338
+8,388
+4% +$208K 0.33% 61
2024
Q2 		$4.65M Buy
195,950
+52,906
+37% +$1.25M 0.34% 65
2024
Q1 		$3.52M Buy
143,044
+93,596
+189% +$2.19M 0.32% 70
2023
Q4 		$1.17M Buy
+49,448
New +$1.04M 0.16% 123

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Atomi Financial Group's SCHA Position: Q2 2026 in Review

Atomi Financial Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.2% in Q2 2026, buying an estimated $127K and bringing the position to 178,805 shares worth $6.46M. The position accounts for 0.17% of the portfolio, ranked #113.

Atomi Financial Group first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Atomi Financial Group held 178,805 shares of Schwab U.S Small- Cap ETF worth $6.46M as of Q2 2026.
  • Atomi Financial Group bought 3,840 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $127K.
  • Schwab U.S Small- Cap ETF made up 0.17% of Atomi Financial Group's portfolio in Q2 2026, its #113 holding.
  • Atomi Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.