AFG
SCHW

Atomi Financial Group’s Charles Schwab SCHW Stock Holding History

Atomi Financial Group’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.93M Sell
20,492
-159
-0.8% -$15.6K 0.06% 256
2025
Q4 		$2.06M Buy
20,651
+2,161
+12% +$205K 0.06% 234
2025
Q3 		$1.77M Buy
18,490
+2,351
+15% +$223K 0.06% 226
2025
Q2 		$1.47M Buy
16,139
+793
+5% +$66.4K 0.06% 242
2025
Q1 		$1.2M Buy
15,346
+144
+0.9% +$11.3K 0.05% 254
2024
Q4 		$1.13M Buy
15,202
+2,457
+19% +$184K 0.06% 243
2024
Q3 		$826K Sell
12,745
-373
-3% -$24.5K 0.05% 286
2024
Q2 		$967K Buy
13,118
+2,528
+24% +$187K 0.07% 217
2024
Q1 		$766K Buy
10,590
+1,171
+12% +$77.1K 0.07% 233
2023
Q4 		$648K Buy
9,419
+2,229
+31% +$129K 0.09% 209
2023
Q3 		$395K Buy
+7,190
New +$435K 0.13% 185

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Atomi Financial Group reduced its Charles Schwab (SCHW) stake by 0.77% in Q1 2026, selling an estimated $15.6K and leaving 20,492 shares worth $1.93M. The position accounts for 0.06% of the portfolio, ranked #256.

Atomi Financial Group first reported a position in SCHW in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.06M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Atomi Financial Group held 20,492 shares of Charles Schwab worth $1.93M as of Q1 2026.
  • Atomi Financial Group sold 159 Charles Schwab shares in Q1 2026, an estimated $15.6K.
  • Charles Schwab made up 0.06% of Atomi Financial Group's portfolio in Q1 2026, its #256 holding.
  • Atomi Financial Group first reported a position in Charles Schwab in Q3 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's Charles Schwab position peaked at $2.06M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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