Bay Colony Advisory Group, Inc D Schwab Strategic Tr Us Large C Transaction History
Bay Colony Advisory Group, Inc D
- $631 Million
- Q1 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 96,853 shares of SCHG stock, worth $2.93 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
96,853
Previous 92,304
4.93%
Holding current value
$2.93 Million
Previous $2.57 Million
5.72%
% of portfolio
0.38%
Previous 0.4%
Shares
9 transactions
Others Institutions Holding SCHG
# of Institutions
1,562Shares Held
760MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.46 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.28 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.15 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$744 Million0.25% of portfolio