Perigon Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 39,468 shares of SCHM stock, worth $1.11 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
39,468
Previous 39,975
1.27%
Holding current value
$1.11 Million
Previous $3.11 Million
5.4%
% of portfolio
0.09%
Previous 0.09%
Shares
32 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$728 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$276 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$202 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.6 Million0.18% of portfolio