Stillwater Investment Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Stillwater Investment Management, LLC
- $372 Million
- Q1 2023
A detailed history of Stillwater Investment Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Stillwater Investment Management, LLC holds 12,138 shares of SCHM stock, worth $340,470. This represents 0.22% of its overall portfolio holdings.
Number of Shares
12,138
Previous 12,095
0.36%
Holding current value
$340,470
Previous $793,000
3.78%
% of portfolio
0.22%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$595 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$276 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$89.1 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$64 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$62.6 Million2.77% of portfolio