Bridge Advisory, LLC Schwab Strategic Tr Us Large C Transaction History
Bridge Advisory, LLC
- $209 Million
- Q3 2024
A detailed history of Bridge Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bridge Advisory, LLC holds 43,670 shares of SCHG stock, worth $1.2 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
43,670
Previous 47,191
7.46%
Holding current value
$1.2 Million
Previous $4.76 Million
4.9%
% of portfolio
2.17%
Previous 2.37%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$309 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$301 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$263 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$134 Million5.48% of portfolio