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 $1.19 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
43,670
Previous 47,191
7.46%
Holding current value
$1.19 Million
Previous $4.76 Million
4.9%
% of portfolio
2.17%
Previous 2.37%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,469Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$42.7 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.16 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.09 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.07 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.04 Billion1.41% of portfolio