Le Jeune Puetz Investment Counsel LLC Schwab Strategic U.S. Mid Cap Transaction History
Le Jeune Puetz Investment Counsel LLC
- $272 Million
- Q1 2023
A detailed history of Le Jeune Puetz Investment Counsel LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Le Jeune Puetz Investment Counsel LLC holds 11,678 shares of SCHM stock, worth $305,613. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,678
Previous 11,441
2.07%
Holding current value
$305,613
Previous $750,000
5.6%
% of portfolio
0.29%
Previous 0.29%
Shares
23 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