Chicago Partners Investment Group LLC Incresed Positions in Q3 2024

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
899K
+ 208.5%
$61.11 - $67.85 $55M - $61M
1.33M $90.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
422K
+ 217.72%
$75.47 - $83.18 $31.8M - $35.1M
616K $51.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
365K
+ 225.2%
$59.93 - $66.52 $21.9M - $24.3M
528K $35.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
199K
+ 322.56%
$92.63 - $105.69 $18.4M - $21M
261K $27.2M
GBIL
Goldman Sachs Access Treasury

ETFs
146K
+ 308.23%
$99.7 - $100.3 $14.5M - $14.6M
193K $19.4M
NVDA
Nvidia Corp

Technology
125K
+ 32.92%
$98.91 - $134.91 $12.4M - $16.9M
506K $61.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
241K
+ 112.19%
$46.9 - $51.96 $11.3M - $12.5M
457K $23.5M
VO
Vanguard Mid Cap ETF

ETFs
10.5K
+ 3.27%
$237.84 - $263.83 $2.49M - $2.76M
331K $87.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.51K
+ 1.92%
$475.2 - $527.7 $2.14M - $2.38M
240K $127M
DUHP
Dimensional ETF Tr Dimensional

ETFs
210K
+ 28.42%
$30.74 - $34.07 $6.44M - $7.14M
947K $32.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
167K
+ 113.05%
$36.98 - $41.55 $6.17M - $6.94M
315K $12.9M
AAPL
Apple Inc.

Technology
3.28K
+ 1.38%
$207.23 - $234.82 $679K - $769K
241K $56.1M
VB
Vanguard Small Cap ETF

ETFs
9.86K
+ 7.81%
$214.77 - $237.72 $2.12M - $2.34M
136K $32.3M
DFUS
Dimensional ETF Tr U S Equity

ETFs
21.4K
+ 2.19%
$56.04 - $62.2 $1.2M - $1.33M
998K $62.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
31.3K
+ 6.18%
$59.25 - $65.33 $1.85M - $2.04M
538K $34.9M
VGSH
Vanguard

ETFs
72.5K
+ 53.4%
$57.74 - $59.13 $4.19M - $4.29M
208K $12.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13.3K
+ 1.46%
$57.32 - $62.65 $764K - $835K
924K $57.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
45.8K
+ 138.02%
$77.02 - $85.06 $3.52M - $3.89M
78.9K $6.67M
IWS
Ishares Russell Midcap Value E

ETFs
4.48K
+ 1.52%
$119.52 - $132.25 $536K - $593K
300K $39.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.78K
+ 2.1%
$517.38 - $573.86 $918K - $1.02M
86.1K $49.4M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
55.3K
+ 38.35%
$50.85 - $53.88 $2.81M - $2.98M
199K $10.7M
SMCI
Super Micro Computer, Inc.

Technology
7.86K
+ 1990.13%
$386.46 - $909.96 $3.04M - $7.15M
8.26K $3.44M
EPD
Enterprise Products Partners L.P.

Energy
96.4K
+ 5.24%
$27.88 - $30.0 $2.69M - $2.89M
1.94M $56.4M
TDG
Trans Digm Group Inc

Industrials
1.68K
+ 78.9%
$1202.03 - $1427.41 $2.02M - $2.4M
3.81K $5.43M
AVUV
American Centy ETF Tr Avantis

ETFs
13.7K
+ 7.86%
$88.24 - $99.7 $1.2M - $1.36M
187K $18M
FNDX
Schwab Fundamental U S Large C

ETFs
30.9K
+ 192.9%
$65.36 - $71.76 $2.02M - $2.22M
46.9K $3.37M
VUG
Vanguard Growth ETF

ETFs
2K
+ 1.35%
$341.08 - $391.94 $680K - $782K
150K $57.6M
AVLV
American Centy ETF Tr Avantis
21.3K
+ 7.95%
$60.05 - $65.83 $1.28M - $1.41M
290K $19.1M
VTV
Vanguard Value ETF

ETFs
2.69K
+ 2.28%
$159.75 - $174.57 $429K - $469K
121K $21M
KMI
Kinder Morgan, Inc.

Energy
18.8K
+ 2.59%
$19.72 - $22.22 $371K - $418K
746K $16.5M
ET
Energy Transfer LP

Energy
154K
+ 5.02%
$15.43 - $16.44 $2.37M - $2.53M
3.22M $51.7M
AVUS
American Centy ETF Tr Avantis

ETFs
9.26K
+ 5.02%
$86.27 - $95.15 $799K - $881K
194K $18.4M
VTI
Vanguard Total Stock Market Et

ETFs
2.39K
+ 3.42%
$255.18 - $283.2 $610K - $677K
72.3K $20.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19.8K
+ 19.38%
$60.84 - $67.51 $1.2M - $1.34M
122K $8.23M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.06K
+ 1.5%
$105.53 - $118.34 $217K - $244K
139K $16.3M
OWL
Blue Owl Capital Inc.

Financial Services
53.1K
+ 16.22%
$15.81 - $19.83 $839K - $1.05M
380K $7.37M
DFAX
Dimensional ETF Tr
16.2K
+ 2.42%
$24.29 - $27.25 $394K - $442K
687K $18.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
347
+ 0.43%
$149.02 - $167.67 $51.7K - $58.2K
81.9K $13.7M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
47.1K
+ 5.49%
$9.67 - $10.51 $455K - $495K
904K $9.5M
DFAI
Dimensional ETF Tr

ETFs
3.27K
+ 0.67%
$28.69 - $32.06 $93.7K - $105K
490K $15.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.5K
+ 2.23%
$51.02 - $52.74 $485K - $501K
435K $22.9M
ETR
Entergy Corp

Utilities
61
+ 0.14%
$104.75 - $131.61 $6.39K - $8.03K
44.5K $5.86M
FNDB
Schwab Fundamental U S Broad M

ETFs
14.7K
+ 200.0%
$64.17 - $70.37 $942K - $1.03M
22K $1.55M
IBM
International Business Machines Corp

Technology
1.81K
+ 13.07%
$175.1 - $223.38 $317K - $405K
15.7K $3.47M
FDM
First Trust Dow Jones Select M

ETFs
4.07K
+ 2.24%
$58.44 - $67.29 $238K - $274K
186K $11.9M
RAVI
Flexshares Tr Ready Access Var

ETFs
13.3K
+ 37.87%
$75.14 - $75.66 $998K - $1.01M
48.4K $3.66M
MPLX
Mplx LP

Energy
2.48K
+ 0.52%
$40.44 - $45.07 $100K - $112K
480K $21.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
11.6K
+ 3.81%
$41.34 - $43.55 $478K - $503K
315K $13.6M
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.7K
+ 229.11%
$73.43 - $80.37 $861K - $943K
16.8K $1.35M
Activity Summary
Buys All Purchases 525 New Holdings 67 Increased Positions 458 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Chicago Partners Investment Group LLC Portfolio

Follow Chicago Partners Investment Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Chicago Partners Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chicago Partners Investment Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email