Atwood & Palmer Inc Schwab Strategic Tr Us Large C Transaction History

Atwood & Palmer Inc

$1.51 Billion
Q3 2025

A detailed history of Atwood & Palmer Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Atwood & Palmer Inc holds 270 shares of SCHV stock, worth $7,859. This represents 0.0% of its overall portfolio holdings.

Number of Shares

270

Holding current value

$7,859

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 15, 2025	BUY	$27.61 - $29.15 $7,454 - $7,870	270 New	270 $7,000

Others Institutions Holding SCHV

# of Institutions

961

Shares Held

342M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

52.6M
Shares

$1.53 Billion
2.91% of portfolio
Sei Investments CO Oaks, PA

43.1M
Shares

$1.25 Billion
1.44% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$960 Million
9.83% of portfolio
Envestnet Asset Management Inc

16.2M
Shares

$471 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

12M
Shares

$349 Million
0.63% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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