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 $286,111. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,678
Previous 11,441
2.07%
Holding current value
$286,111
Previous $750,000
5.6%
% of portfolio
0.29%
Previous 0.29%
Shares
23 transactions
Others Institutions Holding SCHM
# of Institutions
1,008Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$183 Million2.94% of portfolio