Atwood & Palmer Inc Schwab Strategic U.S. Mid Cap Transaction History
Atwood & Palmer Inc
- $1.52 Billion
- Q4 2025
A detailed history of Atwood & Palmer Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Atwood & Palmer Inc holds 893 shares of SCHM stock, worth $26,039. This represents 0.0% of its overall portfolio holdings.
Number of Shares
893
Previous 889
0.45%
Holding current value
$26,039
Previous $26,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,067Shares Held
283MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio