Bright Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Bright Financial Advisors, Inc.
- $159 Billion
- Q4 2024
A detailed history of Bright Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 16,194 shares of SCHX stock, worth $368,251. This represents 0.24% of its overall portfolio holdings.
Number of Shares
16,194
Previous 5,380
201.0%
Holding current value
$368,251
Previous $365 Million
2.82%
% of portfolio
0.24%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,475Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.69 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.88 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$800 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$731 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$597 Million8.63% of portfolio