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 903 shares of SCHX stock, worth $21,852. This represents 0.01% of its overall portfolio holdings.
Number of Shares
903
Previous 301
200.0%
Holding current value
$21,852
Previous $20,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,460Shares Held
1.06BCall Options Held
51.4KPut Options Held
1.2K-
Us Bancorp \De\206MShares$5 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$2 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$851 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$778 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$635 Million8.63% of portfolio