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
965Shares Held
144MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$749 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio