Briaud Financial Planning, Inc Schwab Strategic Tr Us Large C Transaction History
Briaud Financial Planning, Inc
- $173 Million
- Q2 2024
A detailed history of Briaud Financial Planning, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 684 shares of SCHG stock, worth $18,201. This represents 0.04% of its overall portfolio holdings.
Number of Shares
684
Previous 684
-0.0%
Holding current value
$18,201
Previous $64,000
6.25%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,277Shares Held
172MCall Options Held
87.2KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$282 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$266 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$260 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$242 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$120 Million14.61% of portfolio