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Schwab Strategic Tr shares owned by Atomi Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Atomi Financial Group from 13F filings

Historical chart of Atomi Financial Group investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Atomi Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $202k 7.2k 27.94

More positions owned by Atomi Financial Group

Apple Put Option (AAPL)
Coinbase Global Com Cl A (COIN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Intl Eqty Factor (INTF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Robinhood Mkts Com Cl A (HOOD)
NVIDIA Corporation Call Option (NVDA)
Microsoft Corporation Put Option (MSFT)
Meta Platforms Cl A (META)
Ishares Tr U S Equity Factr (LRGF)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Atomi Financial Group

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Summit Asset Management
Hamel Associates
Advisor Group Holdings
HighTower Advisors
Charles Schwab Trust
Iron Financial
LPL Financial
LeConte Wealth Management
Modern Wealth Management
LongView Wealth Management
Sequoia Financial Advisors
Martin Worley Group
Robertson Stephens Wealth Management
Mutual Advisors

View all funds holding Schwab Strategic Tr