Atomi Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Atomi Financial Group, Inc.
- $1.6 Trillion
- Q3 2024
A detailed history of Atomi Financial Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 291,049 shares of SCHG stock, worth $7.91 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
291,049
Previous 244,929
18.83%
Holding current value
$7.91 Million
Previous $24.7 Billion
22.77%
% of portfolio
1.89%
Previous 1.83%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$297 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$288 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$265 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$247 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$122 Million14.61% of portfolio