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 $346,727. This represents 0.46% of its overall portfolio holdings.
Number of Shares
10,924
Previous 10,924
-0.0%
Holding current value
$346,727
Previous $818,000
2.93%
% of portfolio
0.46%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,628Shares Held
815MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.75 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.45 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.34 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio