A detailed history of Bright Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 5,380 shares of SCHX stock, worth $127,236. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,380
Previous 5,347 0.62%
Holding current value
$127,236
Previous $344 Million 6.27%
% of portfolio
0.23%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

BUY
$61.11 - $67.85 $2,016 - $2,239
33 Added 0.62%
5,380 $365 Million
Q2 2024

Aug 12, 2024

BUY
$58.7 - $64.78 $313,868 - $346,378
5,347 New
5,347 $344 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Bright Financial Advisors, Inc. Portfolio

Follow Bright Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bright Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Financial Advisors, Inc. with notifications on news.