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Schwab Strategic Tr us aggregate b shares owned by Atwood & Palmer

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Atwood & Palmer from 13F filings

Historical chart of Atwood & Palmer investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Atwood & Palmer consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Atwood & Palmer

Quarter filed Position value Share count Share price at filing
2026-06-30 $994 43 23.14

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View all positions for Atwood & Palmer

Top funds holding Schwab Strategic Tr us aggregate b

Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Charles Schwab Trust
Ameriprise Financial
Financial Engines Advisors L.L.C
CWM
HighTower Advisors
Kohmann Bosshard Financial Services
Envestnet Asset Management
Huntington Asset Advisors
Goldman Sachs Group
Morgan Stanley
Pioneer Wealth Management Group
Mariner Wealth Advisors
McAdam

View all funds holding Schwab Strategic Tr us aggregate b