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 $344,112. This represents 0.22% of its overall portfolio holdings.
Number of Shares
12,138
Previous 12,095
0.36%
Holding current value
$344,112
Previous $793,000
3.78%
% of portfolio
0.22%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,026Shares Held
285MCall Options Held
45.7KPut Options Held
5.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.67 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$839 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$300 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$291 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$251 Million3.25% of portfolio