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Schwab U S Small Cap ETF shares owned by Atomi Financial Group

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Atomi Financial Group from 13F filings

Historical chart of Atomi Financial Group investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Atomi Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 25k 47.24

More positions owned by Atomi Financial Group

Coinbase Global Com Cl A (COIN)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)

View all positions for Atomi Financial Group

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF