AFG
Atomi Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.5M | Buy |
1,831,771
+376,970
| +26% | +$11M | 2.02% | 6 |
|
|
2025
Q1 | $36.4M | Buy |
1,454,801
+141,364
| +11% | +$3.54M | 1.66% | 10 |
|
|
2024
Q4 | $36.6M | Buy |
1,313,437
+1,022,388
| +351% | +$28.5M | 1.85% | 9 |
|
|
2024
Q3 | $30.3M | Buy |
291,049
+46,120
| +19% | +$4.8M | 1.89% | 8 |
|
|
2024
Q2 | $24.7M | Buy |
244,929
+99,318
| +68% | +$10M | 1.83% | 8 |
|
|
2024
Q1 | $13.5M | Buy |
145,611
+60,025
| +70% | +$5.57M | 1.25% | 12 |
|
|
2023
Q4 | $7.1M | Buy |
85,586
+77,827
| +1,003% | +$6.46M | 0.98% | 13 |
|
|
2023
Q3 | $564K | Buy |
+7,759
| New | +$564K | 0.19% | 133 |
|
|
2023
Q2 | – | Sell |
-3,072
| Closed | -$200K | – | 284 |
|
|
2023
Q1 | $200K | Buy |
+3,072
| New | +$200K | 0.11% | 204 |
|