Bright Futures Wealth Management, Llc. Schwab Strategic Tr Us Large C Transaction History
Bright Futures Wealth Management, Llc.
- $87.3 Million
- Q1 2025
A detailed history of Bright Futures Wealth Management, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 15,163 shares of SCHG stock, worth $460,803. This represents 0.43% of its overall portfolio holdings.
Number of Shares
15,163
Previous 15,498
2.16%
Holding current value
$460,803
Previous $431,000
12.06%
% of portfolio
0.43%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,577Shares Held
766MCall Options Held
298KPut Options Held
193K-
Envestnet Asset Management Inc55.2MShares$1.68 Billion0.5% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.29 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.16 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$748 Million0.25% of portfolio