Briaud Financial Planning, Inc Schwab Strategic Tr Us Large C Transaction History
Briaud Financial Planning, Inc
- $245 Million
- Q4 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 1,557 shares of SCHV stock, worth $41,011. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,557
Previous 519
200.0%
Holding current value
$41,011
Previous $41,000
2.44%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
885Shares Held
322MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.46 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.03 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$842 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$420 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$266 Million0.66% of portfolio