Bay Colony Advisory Group, Inc D Schwab Strategic Tr Us Large C Transaction History
Bay Colony Advisory Group, Inc D
- $682 Million
- Q2 2025
A detailed history of Bay Colony Advisory Group, Inc D transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bay Colony Advisory Group, Inc D holds 99,013 shares of SCHG stock, worth $2.96 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
99,013
Previous 96,853
2.23%
Holding current value
$2.96 Million
Previous $2.43 Million
19.26%
% of portfolio
0.42%
Previous 0.38%
Shares
10 transactions
Others Institutions Holding SCHG
# of Institutions
1,565Shares Held
766MCall Options Held
298KPut Options Held
193K-
Envestnet Asset Management Inc55.2MShares$1.65 Billion0.5% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.26 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.23 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.14 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$735 Million0.25% of portfolio