Bright Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Bright Financial Advisors, Inc.

  • $163 Billion
  • Q1 2025

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 16,244 shares of SCHX stock, worth $383,520. This represents 0.22% of its overall portfolio holdings.

Number of Shares
16,244
Previous 16,194 0.31%
Holding current value
$383,520
Previous $375 Million 4.45%
% of portfolio
0.22%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$21.75 - $24.28 $1,087 - $1,214
50 Added 0.31%
16,244 $359 Million
Q4 2024

Jan 28, 2025
BUY
$22.4 - $68.28 $242,233 - $738,379
10,814 Added 201.0%
16,194 $375 Million
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

# of Institutions
1,500
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email