Atomi Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
41,843
+7,599
| +22% | +$186K | 0.04% | 335 |
|
|
2025
Q1 | $756K | Buy |
34,244
+2,726
| +9% | +$60.2K | 0.03% | 380 |
|
|
2024
Q4 | $731K | Buy |
31,518
+15,543
| +97% | +$360K | 0.04% | 348 |
|
|
2024
Q3 | $361K | Sell |
15,975
-66
| -0.4% | -$1.49K | 0.02% | 590 |
|
|
2024
Q2 | $344K | Buy |
16,041
+3,996
| +33% | +$85.6K | 0.03% | 535 |
|
|
2024
Q1 | $249K | Buy |
+12,045
| New | +$249K | 0.02% | 596 |
|