Atomi Financial Group, Inc. Schwab Strategic Tr Us Large 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 Us Large C stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 1,881,437 shares of SCHV stock, worth $53.5 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

1,881,437

Previous 1,494,078 25.93%

Holding current value

$53.5 Million

Previous $39.7 Billion 31.09%

% of portfolio

1.97%

Previous 1.81%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$23.55 - $27.67 $9.12 Million - $10.7 Million	387,359 Added 25.93%	1,881,437 $52.1 Billion
Q1 2025 May 14, 2025	BUY	$25.77 - $27.6 $3.51 Million - $3.76 Million	136,280 Added 10.04%	1,494,078 $39.7 Billion
Q4 2024 Jan 16, 2025	BUY	$25.79 - $80.4 $23.9 Million - $74.6 Million	927,284 Added 215.39%	1,357,798 $35.4 Billion
Q3 2024 Oct 08, 2024	BUY	$73.43 - $80.37 $6.7 Million - $7.33 Million	91,256 Added 26.9%	430,514 $34.6 Billion
Q2 2024 Jul 26, 2024	BUY	$71.74 - $75.86 $10.4 Million - $11 Million	145,501 Added 75.09%	339,258 $25.1 Billion
Q1 2024 May 07, 2024	BUY	$68.82 - $75.98 $7.23 Million - $7.99 Million	105,103 Added 118.55%	193,757 $14.7 Billion
Q4 2023 Feb 08, 2024	BUY	$61.16 - $70.24 $5.42 Million - $6.23 Million	88,654 New	88,654 $6.21 Billion

Others Institutions Holding SCHV

# of Institutions

963

Shares Held

341M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

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 Large C Transaction History