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Atria Wealth Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Atria Wealth Solutions’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.9M Sell
441,275
-468,262
-51% -$12.4M 0.29% 75
2025
Q1 		$22.8M Sell
909,537
-58,664
-6% -$1.61M 0.27% 77
2024
Q4 		$27M Buy
968,201
+17,629
+2% +$482K 0.3% 68
2024
Q3 		$24.8M Sell
950,572
-84,068
-8% -$2.12M 0.27% 78
2024
Q2 		$26.1M Buy
1,034,640
+90,812
+10% +$2.14M 0.29% 66
2024
Q1 		$21.9M Buy
943,828
+142,940
+18% +$3.16M 0.25% 87
2023
Q4 		$16.6M Buy
800,888
+87,480
+12% +$1.69M 0.21% 105
2023
Q3 		$13M Buy
713,408
+326,624
+84% +$6.15M 0.18% 121
2023
Q2 		$7.25M Sell
386,784
-85,952
-18% -$1.47M 0.1% 202
2023
Q1 		$7.7M Buy
472,736
+14,260
+3% +$216K 0.11% 176
2022
Q4 		$6.37M Sell
458,476
-406,160
-47% -$5.84M 0.1% 211
2022
Q3 		$12.1M Buy
864,636
+80,612
+10% +$1.26M 0.21% 105
2022
Q2 		$11.4M Sell
784,024
-234,880
-23% -$3.75M 0.21% 103
2022
Q1 		$19.1M Buy
+1,018,904
New +$18.6M 0.32% 64

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's SCHG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 51% in Q2 2025, selling an estimated $12.4M and leaving 441,275 shares worth $12.9M. The position accounts for 0.29% of the portfolio, ranked #75.

Atria Wealth Solutions first reported a position in SCHG in Q1 2022 and has held it in 14 quarters since. The position peaked at $27M in Q4 2024. 1,465 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Atria Wealth Solutions held 441,275 shares of Schwab US Large-Cap Growth ETF worth $12.9M as of Q2 2025.
  • Atria Wealth Solutions sold 468,262 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $12.4M.
  • Schwab US Large-Cap Growth ETF made up 0.29% of Atria Wealth Solutions's portfolio in Q2 2025, its #75 holding.
  • Atria Wealth Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Schwab US Large-Cap Growth ETF position peaked at $27M in Q4 2024.
  • 1,465 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.