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 3,572 shares of SCHX stock, worth $85,013. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,572
Previous 3,571
0.03%
Holding current value
$85,013
Previous $229,000
5.68%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$664 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$610 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$490 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$331 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$294 Million1.12% of portfolio