AFG
Atomi Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.1M | Buy |
1,881,437
+387,359
| +26% | +$10.7M | 1.97% | 7 |
|
|
2025
Q1 | $39.7M | Buy |
1,494,078
+136,280
| +10% | +$3.62M | 1.81% | 8 |
|
|
2024
Q4 | $35.4M | Buy |
1,357,798
+927,284
| +215% | +$24.2M | 1.79% | 11 |
|
|
2024
Q3 | $34.6M | Buy |
430,514
+91,256
| +27% | +$7.33M | 2.16% | 7 |
|
|
2024
Q2 | $25.1M | Buy |
339,258
+145,501
| +75% | +$10.8M | 1.86% | 7 |
|
|
2024
Q1 | $14.7M | Buy |
193,757
+105,103
| +119% | +$7.99M | 1.36% | 9 |
|
|
2023
Q4 | $6.21M | Buy |
+88,654
| New | +$6.21M | 0.86% | 18 |
|