Atomi Financial Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Atomi Financial Group, Inc.
- $1.6 Trillion
- Q3 2024
A detailed history of Atomi Financial Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 5,822 shares of SCHM stock, worth $162,026. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,822
Previous 12,011
51.53%
Holding current value
$162,026
Previous $935 Million
48.26%
% of portfolio
0.03%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$722 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66 Million0.18% of portfolio