Atomi Financial Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Atomi Financial Group, Inc.
- $1.98 Trillion
- Q4 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 60,264 shares of SCHM stock, worth $1.74 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
60,264
Previous 5,822
935.11%
Holding current value
$1.74 Million
Previous $484 Million
245.22%
% of portfolio
0.08%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,001Shares Held
268MCall Options Held
13.2KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.72 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$826 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$291 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$219 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$216 Million2.94% of portfolio