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 5,822 shares of SCHM stock, worth $169,012. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,822
Previous 12,011 51.53%
Holding current value
$169,012
Previous $935 Million 48.26%
% of portfolio
0.03%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Atomi Financial Group, Inc. Portfolio

Follow Atomi Financial Group, Inc. and customize your updates to receive the information that matters most to you.

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.