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 34,244 shares of SCHX stock, worth $799,939. This represents 0.03% of its overall portfolio holdings.

Number of Shares

34,244

Previous 31,518 8.65%

Holding current value

$799,939

Previous $731 Million 3.49%

% of portfolio

0.03%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$21.75 - $24.28 $59,290 - $66,187	2,726 Added 8.65%	34,244 $756 Million
Q4 2024 Jan 16, 2025	BUY	$22.4 - $68.28 $586,723 - $1.79 Million	26,193 Added 491.89%	31,518 $731 Million
Q3 2024 Oct 08, 2024	SELL	$61.11 - $67.85 $1,344 - $1,492	-22 Reduced 0.41%	5,325 $361 Million
Q2 2024 Jul 26, 2024	BUY	$58.7 - $64.78 $78,188 - $86,286	1,332 Added 33.18%	5,347 $344 Million
Q1 2024 May 07, 2024	BUY	$55.41 - $62.08 $222,471 - $249,251	4,015 New	4,015 $249 Million

Others Institutions Holding SCHX

# of Institutions

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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