Atomi Financial Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Atomi Financial Group, Inc.

$3.09 Trillion
Q3 2025

A detailed history of Atomi Financial Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 66,108 shares of SCHM stock, worth $1.93 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

66,108

Previous 59,266 11.54%

Holding current value

$1.93 Million

Previous $1.66 Billion 17.87%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$28.15 - $30.13 $192,602 - $206,149	6,842 Added 11.54%	66,108 $1.96 Billion
Q2 2025 Aug 14, 2025	SELL	$22.92 - $28.05 $85,904 - $105,131	-3,748 Reduced 5.95%	59,266 $1.66 Billion
Q1 2025 May 14, 2025	BUY	$25.58 - $29.24 $70,345 - $80,410	2,750 Added 4.56%	63,014 $1.65 Billion
Q4 2024 Jan 16, 2025	BUY	$27.54 - $83.04 $1.5 Million - $4.52 Million	54,442 Added 935.11%	60,264 $1.67 Billion
Q3 2024 Oct 08, 2024	SELL	$75.47 - $83.18 $467,083 - $514,801	-6,189 Reduced 51.53%	5,822 $484 Million

Q2 2024 Jul 26, 2024	BUY	$75.69 - $81.19 $909,112 - $975,173	12,011 New	12,011 $935 Million

Others Institutions Holding SCHM

# of Institutions

1,061

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Atomi Financial Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History