Sigma Investment Counselors Inc Schwab Strategic U.S. Mid Cap Transaction History
Sigma Investment Counselors Inc
- $1.69 Billion
- Q4 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 40,829 shares of SCHM stock, worth $1.07 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
40,829
Previous 13,695
198.13%
Holding current value
$1.07 Million
Previous $1.14 Million
0.53%
% of portfolio
0.07%
Previous 0.06%
Shares
30 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.56 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$751 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$265 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$199 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio