Atomi Financial Group, Inc. Schwab Strategic Tr Us Small C Transaction History

Atomi Financial Group, Inc.

$2.19 Trillion
Q1 2025

A detailed history of Atomi Financial Group, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 198,728 shares of SCHA stock, worth $5.12 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

198,728

Previous 211,947 6.24%

Holding current value

$5.12 Million

Previous $5.48 Billion 15.05%

% of portfolio

0.21%

Previous 0.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$23.16 - $27.04 $306,152 - $357,441	-13,219 Reduced 6.24%	198,728 $4.66 Billion
Q4 2024 Jan 16, 2025	BUY	$25.33 - $51.16 $2.78 Million - $5.62 Million	109,778 Added 107.45%	211,947 $5.48 Billion
Q3 2024 Oct 08, 2024	BUY	$46.9 - $51.96 $196,698 - $217,920	4,194 Added 4.28%	102,169 $5.26 Billion
Q2 2024 Jul 26, 2024	BUY	$45.24 - $49.04 $1.2 Million - $1.3 Million	26,453 Added 36.99%	97,975 $4.65 Billion
Q1 2024 May 07, 2024	BUY	$44.84 - $49.24 $2.1 Million - $2.3 Million	46,798 Added 189.28%	71,522 $3.52 Billion
Q4 2023 Feb 08, 2024	BUY	$38.13 - $48.02 $942,726 - $1.19 Million	24,724 New	24,724 $1.17 Billion

Others Institutions Holding SCHA

# of Institutions

1,263

Shares Held

257M

Call Options Held

58.5K

Put Options Held

4.8K

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About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Atomi Financial Group, Inc. Schwab Strategic Tr Us Small C Transaction History