Bigelow Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Bigelow Investment Advisors, LLC
- $223 Million
- Q3 2024
A detailed history of Bigelow Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bigelow Investment Advisors, LLC holds 40,627 shares of SCHG stock, worth $1.1 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
40,627
Previous 38,959
4.28%
Holding current value
$1.1 Million
Previous $3.93 Million
7.74%
% of portfolio
1.9%
Previous 1.88%
Shares
17 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$304 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$295 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$263 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$258 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$131 Million5.48% of portfolio