Bay Colony Advisory Group, Inc D Schwab Strategic Tr Us Large C Transaction History
Bay Colony Advisory Group, Inc D
- $631 Million
- Q1 2025
A detailed history of Bay Colony Advisory Group, Inc D transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bay Colony Advisory Group, Inc D holds 96,853 shares of SCHG stock, worth $2.29 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
96,853
Previous 92,304
4.93%
Holding current value
$2.29 Million
Previous $2.57 Million
5.72%
% of portfolio
0.38%
Previous 0.4%
Shares
9 transactions
Others Institutions Holding SCHG
# of Institutions
1,485Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$37 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.01 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$941 Million2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$927 Million14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$903 Million1.41% of portfolio