Briaud Financial Planning, Inc Schwab Strategic Tr Us Large C Transaction History
Briaud Financial Planning, Inc
- $194 Million
- Q3 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 301 shares of SCHX stock, worth $7,184. This represents 0.01% of its overall portfolio holdings.
Number of Shares
301
Previous 301
-0.0%
Holding current value
$7,184
Previous $19,000
5.26%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,380Shares Held
496MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$666 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$611 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$594 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$492 Million1.81% of portfolio
-
Campbell Wealth Management15.8MShares$377 Million32.92% of portfolio