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 10,967 shares of SCHV stock, worth $317,384. This represents 0.33% of its overall portfolio holdings.
Number of Shares
10,967
Previous 11,358
3.44%
Holding current value
$317,384
Previous $296,000
1.69%
% of portfolio
0.33%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
969Shares Held
343MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.52 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.25 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$955 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$468 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$347 Million0.63% of portfolio