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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
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 0.33% 70
2023
Q4 		$1.17M Buy
+49,448
New +$1.04M 0.16% 123

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Bank of America
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Creative Planning
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Northwestern Mutual Wealth Management
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return