Bay Colony Advisory Group, Inc D Schwab Strategic Tr Us Large C Transaction History
Bay Colony Advisory Group, Inc D
- $634 Million
- Q3 2024
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 22,190 shares of SCHG stock, worth $615,550. This represents 0.36% of its overall portfolio holdings.
Number of Shares
22,190
Previous 22,003
0.85%
Holding current value
$615,550
Previous $2.22 Million
4.19%
% of portfolio
0.36%
Previous 0.38%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$312 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$303 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$271 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$265 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$135 Million5.48% of portfolio