Briaud Financial Planning, Inc Schwab Strategic Tr Us Large C Transaction History
Briaud Financial Planning, Inc
- $252 Million
- Q1 2025
A detailed history of Briaud Financial Planning, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 2,736 shares of SCHG stock, worth $82,463. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,736
Previous 2,736
-0.0%
Holding current value
$82,463
Previous $76,000
10.53%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,556Shares Held
759MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.45 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.27 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.24 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$742 Million0.25% of portfolio