Bigelow Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Bigelow Investment Advisors, LLC
- $223 Million
- Q3 2024
A detailed history of Bigelow Investment Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bigelow Investment Advisors, LLC holds 12,217 shares of SCHM stock, worth $365,166. This represents 0.46% of its overall portfolio holdings.
Number of Shares
12,217
Previous 12,498
2.25%
Holding current value
$365,166
Previous $972,000
4.42%
% of portfolio
0.46%
Previous 0.46%
Shares
27 transactions
Others Institutions Holding SCHM
# of Institutions
948Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$775 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$294 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$215 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$97.4 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.9 Million0.18% of portfolio