Bay Colony Advisory Group, Inc D Schwab Strategic Tr Us Large C Transaction History
Bay Colony Advisory Group, Inc D
- $786 Million
- Q3 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 102,612 shares of SCHG stock, worth $3.31 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
102,612
Previous 99,013
3.63%
Holding current value
$3.31 Million
Previous $2.89 Million
13.21%
% of portfolio
0.42%
Previous 0.42%
Shares
11 transactions
Others Institutions Holding SCHG
# of Institutions
1,702Shares Held
861MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL41.8MShares$1.35 Billion14.17% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio