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 $169,012. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,822
Previous 12,011
51.53%
Holding current value
$169,012
Previous $935 Million
48.26%
% of portfolio
0.03%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio