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

Atomi Financial Group, Inc.

$3.09 Trillion
Q3 2025

A detailed history of Atomi Financial Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 288,368 shares of SCHD stock, worth $7.86 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

288,368

Previous 210,039 37.29%

Holding current value

$7.86 Million

Previous $5.57 Billion 41.44%

% of portfolio

0.25%

Previous 0.21%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$26.38 - $27.95 $2.07 Million - $2.19 Million	78,329 Added 37.29%	288,368 $7.87 Billion
Q2 2025 Aug 14, 2025	BUY	$24.32 - $27.87 $583,777 - $668,991	24,004 Added 12.9%	210,039 $5.57 Billion
Q1 2025 May 14, 2025	BUY	$27.01 - $28.54 $441,937 - $466,971	16,362 Added 9.64%	186,035 $5.2 Billion
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $3.6 Million - $11.4 Million	133,785 Added 372.78%	169,673 $4.64 Billion
Q3 2024 Oct 08, 2024	BUY	$77.02 - $85.06 $4,621 - $5,103	60 Added 0.17%	35,888 $3.03 Billion

Q2 2024 Jul 26, 2024	SELL	$75.81 - $80.15 $30,399 - $32,140	-401 Reduced 1.11%	35,828 $2.79 Billion
Q1 2024 May 07, 2024	BUY	$75.25 - $80.63 $7,826 - $8,385	104 Added 0.29%	36,229 $2.92 Billion
Q4 2023 Feb 08, 2024	BUY	$66.9 - $76.32 $1.21 Million - $1.39 Million	18,158 Added 101.06%	36,125 $2.75 Billion
Q3 2023 Nov 09, 2023	BUY	$70.63 - $75.66 $354,280 - $379,510	5,016 Added 38.73%	17,967 $1.27 Billion
Q2 2023 Aug 03, 2023	SELL	$69.18 - $73.94 $200,276 - $214,056	-2,895 Reduced 18.27%	12,951 $940 Million
Q1 2023 Jun 07, 2023	BUY	$70.28 - $78.03 $1.11 Million - $1.24 Million	15,846 New	15,846 $1.16 Billion

Others Institutions Holding SCHD

# of Institutions

2,056

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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