AFG
SCHG icon

Atomi Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Atomi Financial Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59M Sell
2,024,864
-72,953
-3% -$2.27M 1.81% 8
2025
Q4 		$68.4M Sell
2,097,817
-30,473
-1% -$991K 2.01% 6
2025
Q3 		$67.9M Buy
2,128,290
+296,519
+16% +$9.04M 2.2% 6
2025
Q2 		$53.5M Buy
1,831,771
+376,970
+26% +$9.97M 2.02% 6
2025
Q1 		$36.4M Buy
1,454,801
+141,364
+11% +$3.87M 1.66% 10
2024
Q4 		$36.6M Buy
1,313,437
+149,241
+13% +$4.08M 1.85% 9
2024
Q3 		$30.3M Buy
1,164,196
+184,480
+19% +$4.64M 1.89% 8
2024
Q2 		$24.7M Buy
979,716
+397,272
+68% +$9.37M 1.83% 8
2024
Q1 		$13.5M Buy
582,444
+240,100
+70% +$5.31M 1.25% 12
2023
Q4 		$7.1M Buy
342,344
+311,308
+1,003% +$6.02M 0.98% 13
2023
Q3 		$564K Buy
+31,036
New +$584K 0.19% 133
2023
Q2 		– Sell
-12,288
Closed -$200K – 284
2023
Q1 		$200K Buy
+12,288
New +$187K 0.11% 204

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Atomi Financial Group's SCHG Position: Q1 2026 in Review

Atomi Financial Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.5% in Q1 2026, selling an estimated $2.27M and leaving 2,024,864 shares worth $59M. The position accounts for 1.81% of the portfolio, ranked #8.

Atomi Financial Group first reported a position in SCHG in Q1 2023 and has held it in 12 quarters since. The position peaked at $68.4M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Atomi Financial Group held 2,024,864 shares of Schwab US Large-Cap Growth ETF worth $59M as of Q1 2026.
  • Atomi Financial Group sold 72,953 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.27M.
  • Schwab US Large-Cap Growth ETF made up 1.81% of Atomi Financial Group's portfolio in Q1 2026, its #8 holding.
  • Atomi Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 12 quarters since.
  • Atomi Financial Group's Schwab US Large-Cap Growth ETF position peaked at $68.4M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.