Bay Colony Advisory Group, Inc D Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, Bay Colony Advisory Group, Inc D holds 15,966 shares of SCHM stock, worth $463,492. This represents 0.21% of its overall portfolio holdings.
Number of Shares
15,966
Previous 15,953
0.08%
Holding current value
$463,492
Previous $1.24 Million
6.85%
% of portfolio
0.21%
Previous 0.21%
Shares
27 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio