AFG
Atomi Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
629,376
+82,895
| +15% | +$1.98M | 0.57% | 34 |
|
|
2025
Q1 | $11.8M | Sell |
546,481
-147,697
| -21% | -$3.18M | 0.54% | 39 |
|
|
2024
Q4 | $15.8M | Buy |
694,178
+530,853
| +325% | +$12.1M | 0.8% | 28 |
|
|
2024
Q3 | $10.9M | Buy |
163,325
+392
| +0.2% | +$26.1K | 0.68% | 29 |
|
|
2024
Q2 | $10.2M | Sell |
162,933
-2,545
| -2% | -$160K | 0.76% | 27 |
|
|
2024
Q1 | $10.1M | Sell |
165,478
-5,511
| -3% | -$336K | 0.93% | 18 |
|
|
2023
Q4 | $9.52M | Buy |
+170,989
| New | +$9.52M | 1.32% | 10 |
|