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

Atomi Financial Group’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.39M	Buy	54,259 +3,340	+7%	+$89.6K	0.04%	331
2025 Q4	$1.37M	Buy	50,919 +11,398	+29%	+$304K	0.04%	319
2025 Q3	$1.04M	Sell	39,521 -2,322	-6%	-$59K	0.03%	364
2025 Q2	$1.02M	Buy	41,843 +7,599	+22%	+$172K	0.04%	335
2025 Q1	$756K	Buy	34,244 +2,726	+9%	+$63.5K	0.03%	380
2024 Q4	$731K	Buy	31,518 +15,543	+97%	+$362K	0.04%	348
2024 Q3	$361K	Sell	15,975 -66	-0.4%	-$1.44K	0.02%	590
2024 Q2	$344K	Buy	16,041 +3,996	+33%	+$82.6K	0.03%	535
2024 Q1	$249K	Buy	+12,045	New	+$237K	0.02%	597

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Atomi Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 6.6% in Q1 2026, buying an estimated $89.6K and bringing the position to 54,259 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #331.

Atomi Financial Group first reported a position in SCHX in Q1 2024 and has held it in 9 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Atomi Financial Group held 54,259 shares of Schwab US Large- Cap ETF worth $1.39M as of Q1 2026.
Atomi Financial Group bought 3,340 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $89.6K.
Schwab US Large- Cap ETF made up 0.04% of Atomi Financial Group's portfolio in Q1 2026, its #331 holding.
Atomi Financial Group first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 9 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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