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 $1.57 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
60,264
Previous 5,822
935.11%
Holding current value
$1.57 Million
Previous $484 Million
245.22%
% of portfolio
0.08%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$745 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$263 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$195 Million2.94% of portfolio