Sigma Investment Counselors Inc Schwab Strategic Tr Us Dividen Transaction History
Sigma Investment Counselors Inc
- $1.92 Billion
- Q2 2024
A detailed history of Sigma Investment Counselors Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sigma Investment Counselors Inc holds 7,641 shares of SCHD stock, worth $636,877. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,641
Previous 7,659
0.24%
Holding current value
$636,877
Previous $617,000
3.73%
% of portfolio
0.03%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$932 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio