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

Briaud Financial Planning, Inc

  • $254 Million
  • Q2 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 $86,840. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,736
Previous 2,736 -0.0%
Holding current value
$86,840
Previous $68,000 16.18%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$25.93 - $105.3 $53,208 - $216,075
2,052 Added 300.0%
2,736 $76,000
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
1,632
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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