AFG
SCHV

Atomi Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Atomi Financial Group’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.2M Sell
1,974,442
-118,801
-6% -$3.7M 1.85% 7
2025
Q4 		$62M Buy
2,093,243
+2,555
+0.1% +$74.7K 1.82% 8
2025
Q3 		$60.9M Buy
2,090,688
+209,251
+11% +$5.95M 1.97% 7
2025
Q2 		$52.1M Buy
1,881,437
+387,359
+26% +$10.2M 1.97% 7
2025
Q1 		$39.7M Buy
1,494,078
+136,280
+10% +$3.66M 1.81% 8
2024
Q4 		$35.4M Buy
1,357,798
+66,256
+5% +$1.79M 1.79% 11
2024
Q3 		$34.6M Buy
1,291,542
+273,768
+27% +$7.03M 2.16% 7
2024
Q2 		$25.1M Buy
1,017,774
+436,503
+75% +$10.8M 1.86% 7
2024
Q1 		$14.7M Buy
581,271
+315,309
+119% +$7.56M 1.36% 9
2023
Q4 		$6.21M Buy
+265,962
New +$5.82M 0.86% 18

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Atomi Financial Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 5.7% in Q1 2026, selling an estimated $3.7M and leaving 1,974,442 shares worth $60.2M. The position accounts for 1.85% of the portfolio, ranked #7.

Atomi Financial Group first reported a position in SCHV in Q4 2023 and has held it in 10 quarters since. The position peaked at $62M in Q4 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Atomi Financial Group held 1,974,442 shares of Schwab US Large-Cap Value ETF worth $60.2M as of Q1 2026.
  • Atomi Financial Group sold 118,801 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $3.7M.
  • Schwab US Large-Cap Value ETF made up 1.85% of Atomi Financial Group's portfolio in Q1 2026, its #7 holding.
  • Atomi Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • Atomi Financial Group's Schwab US Large-Cap Value ETF position peaked at $62M in Q4 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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