Briggs Advisory Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Briggs Advisory Group, Inc.
- $174 Million
- Q3 2023
A detailed history of Briggs Advisory Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Briggs Advisory Group, Inc. holds 10,924 shares of SCHG stock, worth $273,973. This represents 0.46% of its overall portfolio holdings.
Number of Shares
10,924
Previous 10,924
-0.0%
Holding current value
$273,973
Previous $818,000
2.93%
% of portfolio
0.46%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,474Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$39.2 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.07 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$998 Million2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$983 Million14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$957 Million1.41% of portfolio