Bright Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Bright Financial Advisors, Inc.
- $157 Billion
- Q3 2024
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 $125,838. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,380
Previous 5,347
0.62%
Holding current value
$125,838
Previous $344 Million
6.27%
% of portfolio
0.23%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,336Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.49 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$293 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$248 Million25.33% of portfolio