Atomi Financial Group »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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

Coinbase Global Com Cl A (COIN)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)

View all positions for Atomi Financial Group

Top funds holding Schwab U S Large Cap Growth ETF

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network
HighTower Advisors

View all funds holding Schwab U S Large Cap Growth ETF