Brickley Wealth Management Schwab Strategic Tr Us Large C Transaction History
Brickley Wealth Management
- $492 Million
- Q4 2024
A detailed history of Brickley Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Brickley Wealth Management holds 11,591 shares of SCHG stock, worth $288,731. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,591
Previous 2,538
356.7%
Holding current value
$288,731
Previous $264,000
22.35%
% of portfolio
0.07%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,476Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$39 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.06 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$991 Million2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$976 Million14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$951 Million1.41% of portfolio