Atomi Financial Group, Inc. Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 1,313,437 shares of SCHG stock, worth $37.2 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

1,313,437

Previous 291,049 351.28%

Holding current value

$37.2 Million

Previous $30.3 Billion 20.72%

% of portfolio

1.85%

Previous 1.89%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$25.93 - $105.3 $26.5 Million - $108 Million	1,022,388 Added 351.28%	1,313,437 $36.6 Billion
Q3 2024 Oct 08, 2024	BUY	$92.63 - $105.69 $4.27 Million - $4.87 Million	46,120 Added 18.83%	291,049 $30.3 Billion
Q2 2024 Jul 26, 2024	BUY	$87.04 - $101.61 $8.64 Million - $10.1 Million	99,318 Added 68.21%	244,929 $24.7 Billion
Q1 2024 May 07, 2024	BUY	$80.6 - $93.32 $4.84 Million - $5.6 Million	60,025 Added 70.13%	145,611 $13.5 Billion
Q4 2023 Feb 08, 2024	BUY	$70.08 - $83.37 $5.45 Million - $6.49 Million	77,827 Added 1003.05%	85,586 $7.1 Billion
Q3 2023 Nov 09, 2023	BUY	$71.99 - $78.02 $558,570 - $605,357	7,759 New	7,759 $564 Million
Q1 2023 Jun 07, 2023	BUY	$54.19 - $65.17 $166,471 - $200,202	3,072 New	3,072 $200 Million

Others Institutions Holding SCHG

# of Institutions

1,331

Shares Held

1.79B

Call Options Held

140K

Put Options Held

91.5K

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About SCHWAB STRATEGIC TR US LARGE-C

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