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Atomi Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Atomi Financial Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.5M Buy
658,318
+637
+0.1% +$16.7K 0.51% 41
2025
Q4 		$17.3M Buy
657,681
+19,540
+3% +$509K 0.51% 41
2025
Q3 		$16.4M Buy
638,141
+8,765
+1% +$217K 0.53% 39
2025
Q2 		$15M Buy
629,376
+82,895
+15% +$1.83M 0.57% 34
2025
Q1 		$11.8M Sell
546,481
-147,697
-21% -$3.36M 0.54% 39
2024
Q4 		$15.8M Buy
694,178
+204,203
+42% +$4.66M 0.8% 28
2024
Q3 		$10.9M Buy
489,975
+1,176
+0.2% +$25.1K 0.68% 29
2024
Q2 		$10.2M Sell
488,799
-7,635
-2% -$155K 0.76% 27
2024
Q1 		$10.1M Sell
496,434
-16,533
-3% -$320K 0.93% 18
2023
Q4 		$9.52M Buy
+512,967
New +$8.86M 1.32% 10

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