A detailed history of Atomi Financial Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 35,888 shares of SCHD stock, worth $1.03 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
35,888
Previous 35,828 0.17%
Holding current value
$1.03 Million
Previous $2.79 Billion 8.89%
% of portfolio
0.19%
Previous 0.21%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$77.02 - $85.06 $4,621 - $5,103
60 Added 0.17%
35,888 $3.03 Billion
Q2 2024

Jul 26, 2024

SELL
$75.81 - $80.15 $30,399 - $32,140
-401 Reduced 1.11%
35,828 $2.79 Billion
Q1 2024

May 07, 2024

BUY
$75.25 - $80.63 $7,826 - $8,385
104 Added 0.29%
36,229 $2.92 Billion
Q4 2023

Feb 08, 2024

BUY
$66.9 - $76.32 $1.21 Million - $1.39 Million
18,158 Added 101.06%
36,125 $2.75 Billion
Q3 2023

Nov 09, 2023

BUY
$70.63 - $75.66 $354,280 - $379,510
5,016 Added 38.73%
17,967 $1.27 Billion
Q2 2023

Aug 03, 2023

SELL
$69.18 - $73.94 $200,276 - $214,056
-2,895 Reduced 18.27%
12,951 $940 Million
Q1 2023

Jun 07, 2023

BUY
$70.28 - $78.03 $1.11 Million - $1.24 Million
15,846 New
15,846 $1.16 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Atomi Financial Group, Inc. Portfolio

Follow Atomi Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atomi Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atomi Financial Group, Inc. with notifications on news.