Atomi Financial Group, Inc. Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 638,141 shares of SCHB stock, worth $16.5 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

638,141

Previous 629,376 1.39%

Holding current value

$16.5 Million

Previous $15 Billion 9.39%

% of portfolio

0.53%

Previous 0.57%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$23.82 - $25.84 $208,782 - $226,487	8,765 Added 1.39%	638,141 $16.4 Billion
Q2 2025 Aug 14, 2025	BUY	$19.1 - $23.83 $1.58 Million - $1.98 Million	82,895 Added 15.17%	629,376 $15 Billion
Q1 2025 May 14, 2025	SELL	$21.23 - $23.75 $3.14 Million - $3.51 Million	-147,697 Reduced 21.28%	546,481 $11.8 Billion
Q4 2024 Jan 16, 2025	BUY	$22.01 - $66.82 $11.7 Million - $35.5 Million	530,853 Added 325.03%	694,178 $15.8 Billion
Q3 2024 Oct 08, 2024	BUY	$59.93 - $66.52 $23,492 - $26,075	392 Added 0.24%	163,325 $10.9 Billion

Q2 2024 Jul 26, 2024	SELL	$57.57 - $63.3 $146,515 - $161,098	-2,545 Reduced 1.54%	162,933 $10.2 Billion
Q1 2024 May 07, 2024	SELL	$54.61 - $61.05 $300,955 - $336,446	-5,511 Reduced 3.22%	165,478 $10.1 Billion
Q4 2023 Feb 08, 2024	BUY	$47.61 - $55.91 $8.14 Million - $9.56 Million	170,989 New	170,989 $9.52 Billion

Others Institutions Holding SCHB

# of Institutions

1,377

Shares Held

501M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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