Atomi Financial Group, Inc. Schwab Strategic Tr Us Broad M Transaction History
Atomi Financial Group, Inc.
- $1.98 Trillion
- Q4 2024
A detailed history of Atomi Financial Group, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 694,178 shares of SCHB stock, worth $16.4 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
694,178
Previous 163,325
325.03%
Holding current value
$16.4 Million
Previous $10.9 Billion
45.04%
% of portfolio
0.8%
Previous 0.68%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,190Shares Held
231MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$486 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$211 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$154 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$143 Million0.97% of portfolio
-
Ht Partners LLC6.05MShares$143 Million46.75% of portfolio