Brand Asset Management Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Brand Asset Management Group, Inc.
- $251 Million
- Q3 2024
A detailed history of Brand Asset Management Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Brand Asset Management Group, Inc. holds 29,653 shares of SCHG stock, worth $792,624. This represents 1.23% of its overall portfolio holdings.
Number of Shares
29,653
Previous 30,837
3.84%
Holding current value
$792,624
Previous $3.11 Million
0.64%
% of portfolio
1.23%
Previous 1.33%
Shares
27 transactions
Others Institutions Holding SCHG
# of Institutions
1,280Shares Held
172MCall Options Held
87.2KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$284 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$267 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$261 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$243 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$120 Million14.61% of portfolio