Sigma Investment Counselors Inc Schwab Strategic U.S. Mid Cap Transaction History
Sigma Investment Counselors Inc
- $2.05 Billion
- Q3 2024
A detailed history of Sigma Investment Counselors Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sigma Investment Counselors Inc holds 13,695 shares of SCHM stock, worth $397,565. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,695
Previous 13,761
0.48%
Holding current value
$397,565
Previous $1.07 Million
6.16%
% of portfolio
0.06%
Previous 0.06%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio