Sigma Investment Counselors Inc Schwab Strategic Tr Us Broad M Transaction History
Sigma Investment Counselors Inc
- $1.69 Billion
- Q4 2024
A detailed history of Sigma Investment Counselors Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sigma Investment Counselors Inc holds 126,101 shares of SCHB stock, worth $2.95 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
126,101
Previous 42,552
196.35%
Holding current value
$2.95 Million
Previous $2.83 Million
1.13%
% of portfolio
0.17%
Previous 0.14%
Shares
30 transactions
Others Institutions Holding SCHB
# of Institutions
1,202Shares Held
300MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio