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Schwab U S Large Cap Growth ETF shares owned by Atomi Financial Group

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Atomi Financial Group from 13F filings

Historical chart of Atomi Financial Group investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Atomi Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $37M 1.3M 27.87
2024-09-30 $30M 291k 104.18
2024-06-30 $25M 245k 100.84
2024-03-31 $14M 146k 92.72
2023-12-31 $7.1M 86k 82.96
2023-09-30 $564k 7.8k 72.72
2023-03-31 $200k 3.1k 65.17

More positions owned by Atomi Financial Group

Apple (AAPL)
Coinbase Global Com Cl A (COIN)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Intl Eqty Factor (INTF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr U S Equity Factr (LRGF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Atomi Financial Group

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Mather Group
Financial Engines Advisors L.L.C
Envestnet Asset Management
Sei Investments
McAdam
Thrive Wealth Management
Moneta Group Investment Advisors
LPL Financial
Mariner Wealth Advisors
Marquette Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
HHM Wealth Advisors
Ameriprise Financial

View all funds holding Schwab U S Large Cap Growth ETF