Atomi Financial Group, Inc. Schwab Strategic Tr Us Broad M Transaction History

Atomi Financial Group, Inc.

$2.65 Trillion
Q2 2025

A detailed history of Atomi Financial Group, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 629,376 shares of SCHB stock, worth $16.2 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

629,376

Previous 546,481 15.17%

Holding current value

$16.2 Million

Previous $11.8 Billion 27.47%

% of portfolio

0.57%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$19.1 - $23.83 $1.58 Million - $1.98 Million	82,895 Added 15.17%	629,376 $15 Billion
Q1 2025 May 14, 2025	SELL	$21.23 - $23.75 $3.14 Million - $3.51 Million	-147,697 Reduced 21.28%	546,481 $11.8 Billion
Q4 2024 Jan 16, 2025	BUY	$22.01 - $66.82 $11.7 Million - $35.5 Million	530,853 Added 325.03%	694,178 $15.8 Billion
Q3 2024 Oct 08, 2024	BUY	$59.93 - $66.52 $23,492 - $26,075	392 Added 0.24%	163,325 $10.9 Billion
Q2 2024 Jul 26, 2024	SELL	$57.57 - $63.3 $146,515 - $161,098	-2,545 Reduced 1.54%	162,933 $10.2 Billion
Q1 2024 May 07, 2024	SELL	$54.61 - $61.05 $300,955 - $336,446	-5,511 Reduced 3.22%	165,478 $10.1 Billion
Q4 2023 Feb 08, 2024	BUY	$47.61 - $55.91 $8.14 Million - $9.56 Million	170,989 New	170,989 $9.52 Billion

Others Institutions Holding SCHB

# of Institutions

1,349

Shares Held

565M

Call Options Held

500K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR US BROAD M

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Atomi Financial Group, Inc. Schwab Strategic Tr Us Broad M Transaction History