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

Atomi Financial Group, Inc.

$1.98 Trillion
Q4 2024

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 169,673 shares of SCHD stock, worth $4.75 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

169,673

Previous 35,888 372.78%

Holding current value

$4.75 Million

Previous $3.03 Billion 52.8%

% of portfolio

0.23%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $3.6 Million - $11.4 Million	133,785 Added 372.78%	169,673 $4.64 Billion
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

# of Institutions

1,784

Shares Held

333M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

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.

Account

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