Brickley Wealth Management Schwab Strategic Tr Us Large C Transaction History
Brickley Wealth Management
- $482 Million
- Q1 2025
A detailed history of Brickley Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Brickley Wealth Management holds 13,401 shares of SCHG stock, worth $405,246. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,401
Previous 11,591
15.62%
Holding current value
$405,246
Previous $323,000
3.72%
% of portfolio
0.07%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding SCHG
# of Institutions
1,562Shares Held
760MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.46 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.28 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.25 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$744 Million0.25% of portfolio