Atomi Financial Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Atomi Financial Group, Inc.

$2.19 Trillion
Q1 2025

A detailed history of Atomi Financial Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 63,014 shares of SCHM stock, worth $1.7 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

63,014

Previous 60,264 4.56%

Holding current value

$1.7 Million

Previous $1.67 Billion 1.13%

% of portfolio

0.08%

Previous 0.08%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$25.58 - $29.24 $70,345 - $80,410	2,750 Added 4.56%	63,014 $1.65 Billion
Q4 2024 Jan 16, 2025	BUY	$27.54 - $83.04 $1.5 Million - $4.52 Million	54,442 Added 935.11%	60,264 $1.67 Billion
Q3 2024 Oct 08, 2024	SELL	$75.47 - $83.18 $467,083 - $514,801	-6,189 Reduced 51.53%	5,822 $484 Million
Q2 2024 Jul 26, 2024	BUY	$75.69 - $81.19 $909,112 - $975,173	12,011 New	12,011 $935 Million

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Atomi Financial Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History