ATWOOD & PALMER INC

Position in SCHW — Schwab Charles Corp

CIK 1044929 KANSAS CITY, MO

Position in SCHW

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$417,890

-$10,094 QoQ

Shares Held

4,529

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,587

of 2,304 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ATWOOD & PALMER INC holds $37,090,441 across 6 Capital Markets names. SCHW ranks #3 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	33,444	$33,824,258
2	HLI	Houlihan Lokey, Inc.	20,897	$2,802,914
3	SCHW	Schwab Charles Corp This page	4,529	$417,890
4	MS	Morgan Stanley	127	$26,548
5	SNEX	StoneX Group Inc.	225	$17,775
6	PJT	PJT Partners Inc.	7	$1,056

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$417,890	4,529	-0.5%	Shares	Sole	2026-07-08
2026-03-31	$427,984	4,554	+126.3%	Shares	Sole	2026-04-15
2025-12-31	$201,018	2,012	+0.3%	Shares	Sole	2026-01-28
2025-09-30	$191,512	2,006	-13.3%	Shares	Sole	2025-10-15
2025-06-30	$211,038	2,313	+639.0%	Shares	Sole	2025-07-08
2025-03-31	$24,501	313	+381.5%	Shares	Sole	2025-04-15
2022-03-31	$5,480	65	0.0%	Shares	Sole	2022-04-29
2021-12-31	$5,466	65	0.0%	Shares	Sole	2022-01-24
2021-09-30	$4,734	65	0.0%	Shares	Sole	2021-10-29
2021-06-30	$4,732	65	0.0%	Shares	Sole	2021-07-26
2021-03-31	$4,236	65	-86.3%	Shares	Sole	2021-04-26
2020-06-30	$16,026	475	0.0%	Shares	Sole	2020-07-24
2020-03-31	$15,969	475	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.