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Atomi Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Atomi Financial Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.4M Buy
670,509
+12,191
+2% +$341K 0.51% 42
2026
Q1 		$16.5M Buy
658,318
+637
+0.1% +$16.7K 0.51% 41
2025
Q4 		$17.3M Buy
657,681
+19,540
+3% +$509K 0.51% 41
2025
Q3 		$16.4M Buy
638,141
+8,765
+1% +$217K 0.53% 39
2025
Q2 		$15M Buy
629,376
+82,895
+15% +$1.83M 0.57% 34
2025
Q1 		$11.8M Sell
546,481
-147,697
-21% -$3.36M 0.54% 39
2024
Q4 		$15.8M Buy
694,178
+204,203
+42% +$4.66M 0.8% 28
2024
Q3 		$10.9M Buy
489,975
+1,176
+0.2% +$25.1K 0.68% 29
2024
Q2 		$10.2M Sell
488,799
-7,635
-2% -$155K 0.76% 27
2024
Q1 		$10.1M Sell
496,434
-16,533
-3% -$320K 0.93% 18
2023
Q4 		$9.52M Buy
+512,967
New +$8.86M 1.32% 10

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Atomi Financial Group increased its Schwab US Broad Market ETF (SCHB) stake by 1.9% in Q2 2026, buying an estimated $341K and bringing the position to 670,509 shares worth $19.4M. The position accounts for 0.51% of the portfolio, ranked #42.

Atomi Financial Group first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Atomi Financial Group held 670,509 shares of Schwab US Broad Market ETF worth $19.4M as of Q2 2026.
  • Atomi Financial Group bought 12,191 Schwab US Broad Market ETF shares in Q2 2026, an estimated $341K.
  • Schwab US Broad Market ETF made up 0.51% of Atomi Financial Group's portfolio in Q2 2026, its #42 holding.
  • Atomi Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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