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
Q2 		$70M Buy
2,011,430
+36,988
+2% +$1.22M 1.82% 8
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 $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Atomi Financial Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.9% in Q2 2026, buying an estimated $1.22M and bringing the position to 2,011,430 shares worth $70M. The position accounts for 1.82% of the portfolio, ranked #8.

Atomi Financial Group first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Atomi Financial Group held 2,011,430 shares of Schwab US Large-Cap Value ETF worth $70M as of Q2 2026.
  • Atomi Financial Group bought 36,988 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.22M.
  • Schwab US Large-Cap Value ETF made up 1.82% of Atomi Financial Group's portfolio in Q2 2026, its #8 holding.
  • Atomi Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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