Sigma Investment Counselors Inc Schwab Strategic Tr Us Dividen Transaction History
Sigma Investment Counselors Inc
- $2.05 Billion
- Q3 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 7,597 shares of SCHD stock, worth $221,072. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,597
Previous 7,641
0.58%
Holding current value
$221,072
Previous $594,000
8.08%
% of portfolio
0.03%
Previous 0.03%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,713Shares Held
279MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio