Bay Colony Advisory Group, Inc D Schwab Strategic Tr Us Large C Transaction History
Bay Colony Advisory Group, Inc D
- $580 Million
- Q2 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 22,003 shares of SCHG stock, worth $2.29 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
22,003
Previous 20,088
9.53%
Holding current value
$2.29 Million
Previous $1.86 Million
19.12%
% of portfolio
0.38%
Previous 0.34%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,255Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.1 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.04 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$947 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$945 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$468 Million14.61% of portfolio