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 $222,971. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,597
Previous 7,641
0.58%
Holding current value
$222,971
Previous $594,000
8.08%
% of portfolio
0.03%
Previous 0.03%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,757Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio