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 $354,659. This represents 0.46% of its overall portfolio holdings.
Number of Shares
12,217
Previous 12,498
2.25%
Holding current value
$354,659
Previous $972,000
4.42%
% of portfolio
0.46%
Previous 0.46%
Shares
27 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio