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

Atomi Financial Group, Inc.

$2.19 Trillion
Q1 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 1,494,078 shares of SCHV stock, worth $41.8 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares

1,494,078

Previous 1,357,798 10.04%

Holding current value

$41.8 Million

Previous $35.4 Billion 12.19%

% of portfolio

1.81%

Previous 1.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

962

Shares Held

337M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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