Atomi Financial Group, Inc. Schwab Us Aggregate Bond ETF Transaction History
Atomi Financial Group, Inc.
- $2.65 Trillion
- Q2 2025
A detailed history of Atomi Financial Group, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 14,064 shares of SCHZ stock, worth $331,347. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,064
Previous 11,873
18.45%
Holding current value
$331,347
Previous $275 Million
18.87%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
718Shares Held
172MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$169 Million4.89% of portfolio
-
Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio