Atomi Financial Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
16,139
+793
| +5% | +$72.4K | 0.06% | 242 |
|
|
2025
Q1 | $1.2M | Buy |
15,346
+144
| +0.9% | +$11.3K | 0.05% | 254 |
|
|
2024
Q4 | $1.13M | Buy |
15,202
+2,457
| +19% | +$182K | 0.06% | 243 |
|
|
2024
Q3 | $826K | Sell |
12,745
-373
| -3% | -$24.2K | 0.05% | 286 |
|
|
2024
Q2 | $967K | Buy |
13,118
+2,528
| +24% | +$186K | 0.07% | 217 |
|
|
2024
Q1 | $766K | Buy |
10,590
+1,171
| +12% | +$84.7K | 0.07% | 233 |
|
|
2023
Q4 | $648K | Buy |
9,419
+2,229
| +31% | +$153K | 0.09% | 209 |
|
|
2023
Q3 | $395K | Buy |
+7,190
| New | +$395K | 0.13% | 185 |
|