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 $311,115. This represents 0.46% of its overall portfolio holdings.
Number of Shares
10,924
Previous 10,924
-0.0%
Holding current value
$311,115
Previous $818,000
2.93%
% of portfolio
0.46%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$320 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$312 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$278 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$272 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$138 Million5.48% of portfolio