Bigelow Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Bigelow Investment Advisors, LLC
- $212 Million
- Q4 2024
A detailed history of Bigelow Investment Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bigelow Investment Advisors, LLC holds 35,703 shares of SCHM stock, worth $934,347. This represents 0.47% of its overall portfolio holdings.
Number of Shares
35,703
Previous 12,217
192.24%
Holding current value
$934,347
Previous $1.02 Million
2.56%
% of portfolio
0.47%
Previous 0.46%
Shares
28 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio