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 $1.13 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
10,924
Previous 10,924
-0.0%
Holding current value
$1.13 Million
Previous $818,000
2.93%
% of portfolio
0.46%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,186Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.17 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$938 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$927 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$898 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$509 Million1.05% of portfolio