Atomi Financial Group, Inc. Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 2,090,688 shares of SCHV stock, worth $60.6 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

2,090,688

Previous 1,881,437 11.12%

Holding current value

$60.6 Million

Previous $52.1 Billion 16.9%

% of portfolio

1.97%

Previous 1.97%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$27.61 - $29.15 $5.78 Million - $6.1 Million	209,251 Added 11.12%	2,090,688 $60.9 Billion
Q2 2025 Aug 14, 2025	BUY	$23.55 - $27.67 $9.12 Million - $10.7 Million	387,359 Added 25.93%	1,881,437 $52.1 Billion
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

975

Shares Held

359M

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