Atomi Financial Group, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History

Atomi Financial Group, Inc.

$2.65 Trillion
Q2 2025

A detailed history of Atomi Financial Group, Inc. transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 22,861 shares of SCHJ stock, worth $570,381. This represents 0.02% of its overall portfolio holdings.

Number of Shares

22,861

Previous 23,938 4.5%

Holding current value

$570,381

Previous $590 Million 3.84%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$24.32 - $24.81 $26,192 - $26,720	-1,077 Reduced 4.5%	22,861 $567 Million
Q1 2025 May 14, 2025	SELL	$24.29 - $24.65 $8,380 - $8,504	-345 Reduced 1.42%	23,938 $590 Million
Q4 2024 Jan 16, 2025	BUY	$24.31 - $49.53 $302,392 - $616,103	12,439 Added 105.02%	24,283 $592 Million
Q3 2024 Oct 08, 2024	SELL	$48.09 - $49.69 $38,616 - $39,901	-803 Reduced 6.35%	11,844 $588 Million
Q2 2024 Jul 26, 2024	SELL	$47.73 - $48.35 $37,658 - $38,148	-789 Reduced 5.87%	12,647 $611 Million
Q1 2024 May 07, 2024	SELL	$48.03 - $48.53 $62,583 - $63,234	-1,303 Reduced 8.84%	13,436 $649 Million
Q4 2023 Feb 08, 2024	BUY	$46.51 - $48.38 $685,510 - $713,072	14,739 New	14,739 $713 Million

Others Institutions Holding SCHJ

# of Institutions

131

Shares Held

7.4M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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Atomi Financial Group, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History