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Schwab U S Broad Market ETF shares owned by Atomi Financial Group

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Atomi Financial Group from 13F filings

Historical chart of Atomi Financial Group investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market 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 Broad Market ETF by Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $16M 694k 22.70
2024-09-30 $11M 163k 66.52
2024-06-30 $10M 163k 62.87
2024-03-31 $10M 166k 61.05
2023-12-31 $9.5M 171k 55.67

More positions owned by Atomi Financial Group

Apple (AAPL)
Coinbase Global Com Cl A (COIN)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Intl Eqty Factor (INTF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr U S Equity Factr (LRGF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Atomi Financial Group

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Hengehold Capital Management
HB Wealth Management
Betterment
HT Partners
Hanson & Doremus Investment Management
Summit Financial Strategies
HHM Wealth Advisors
Rebalance
SCS Capital Management
Evensky & Katz
Ballentine Partners
Strid
CliftonLarsonAllen Wealth Advisors
HighTower Advisors

View all funds holding Schwab U S Broad Market ETF