Briaud Financial Planning, Inc Schwab Strategic Tr Us Large C Transaction History

Briaud Financial Planning, Inc

  • $173 Million
  • Q2 2024

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 684 shares of SCHG stock, worth $71,183. This represents 0.04% of its overall portfolio holdings.

Number of Shares
684
Previous 684 -0.0%
Holding current value
$71,183
Previous $64,000 6.25%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$80.6 - $93.32 $55,130 - $63,830
684 New
684 $64,000
Q3 2023

Nov 03, 2023
BUY
$71.99 - $78.02 $49,241 - $53,365
684 New
684 $49,000

Others Institutions Holding SCHG

# of Institutions
1,255
Shares Held
169M
Call Options Held
87.2K
Put Options Held
25.8K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Briaud Financial Planning, Inc Portfolio

Follow Briaud Financial Planning, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Briaud Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Briaud Financial Planning, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email