Atomi Financial Group’s Charles Schwab SCHW Stock Holding History

Atomi Financial Group’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.47M	Buy
2025 Q1	$1.2M	Buy
2024 Q4	$1.13M	Buy
2024 Q3	$826K	Sell
2024 Q2	$967K	Buy
2024 Q1	$766K	Buy
2023 Q4	$648K	Buy
2023 Q3	$395K	Buy