Atomi Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Atomi Financial Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.71M	Buy	306,159 +3,614	+1%	+$115K	0.25%	79
2026 Q1	$9.28M	Buy	302,545 +13,082	+5%	+$397K	0.28%	70
2025 Q4	$7.94M	Buy	289,463 +1,095	+0.4%	+$29.8K	0.23%	79
2025 Q3	$7.87M	Buy	288,368 +78,329	+37%	+$2.14M	0.25%	75
2025 Q2	$5.57M	Buy	210,039 +24,004	+13%	+$627K	0.21%	83
2025 Q1	$5.2M	Buy	186,035 +16,362	+10%	+$456K	0.24%	85
2024 Q4	$4.64M	Buy	169,673 +62,009	+58%	+$1.76M	0.23%	85
2024 Q3	$3.03M	Buy	107,664 +180	+0.2%	+$4.9K	0.19%	94
2024 Q2	$2.79M	Sell	107,484 -1,203	-1%	-$31.3K	0.21%	91
2024 Q1	$2.92M	Buy	108,687 +312	+0.3%	+$8.06K	0.27%	85
2023 Q4	$2.75M	Buy	108,375 +54,474	+101%	+$1.3M	0.38%	56
2023 Q3	$1.27M	Buy	53,901 +15,048	+39%	+$369K	0.42%	62
2023 Q2	$940K	Sell	38,853 -8,685	-18%	-$208K	0.43%	65
2023 Q1	$1.16M	Buy	+47,538	New	+$1.19M	0.65%	36

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Atomi Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q2 2026, buying an estimated $115K and bringing the position to 306,159 shares worth $9.71M. The position accounts for 0.25% of the portfolio, ranked #79.

Atomi Financial Group first reported a position in SCHD in Q1 2023 and has held it in 14 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Atomi Financial Group held 306,159 shares of Schwab US Dividend Equity ETF worth $9.71M as of Q2 2026.
Atomi Financial Group bought 3,614 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $115K.
Schwab US Dividend Equity ETF made up 0.25% of Atomi Financial Group's portfolio in Q2 2026, its #79 holding.
Atomi Financial Group first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 14 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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