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 $409,343. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,695
Previous 13,761
0.48%
Holding current value
$409,343
Previous $1.07 Million
6.16%
% of portfolio
0.06%
Previous 0.06%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
948Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$775 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$294 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$215 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$97.4 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.9 Million0.18% of portfolio