Atomi Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.66M	Sell	59,266 -3,748	-6%	-$105K	0.06%	219
2025 Q1	$1.65M	Buy	63,014 +2,750	+5%	+$72.1K	0.08%	201
2024 Q4	$1.67M	Buy	60,264 +42,798	+245%	+$1.19M	0.08%	171
2024 Q3	$484K	Sell	17,466 -18,567	-52%	-$514K	0.03%	460
2024 Q2	$935K	Buy	+36,033	New	+$935K	0.07%	226