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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
Q2 		$1.5M Sell
50,937
-3,322
-6% -$94.9K 0.04% 354
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Atomi Financial Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 6.1% in Q2 2026, selling an estimated $94.9K and leaving 50,937 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #354.

Atomi Financial Group first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Atomi Financial Group held 50,937 shares of Schwab US Large- Cap ETF worth $1.5M as of Q2 2026.
  • Atomi Financial Group sold 3,322 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $94.9K.
  • Schwab US Large- Cap ETF made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #354 holding.
  • Atomi Financial Group first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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