Bright Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Bright Financial Advisors, Inc.
- $159 Billion
- Q4 2024
A detailed history of Bright Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 16,194 shares of SCHX stock, worth $388,008. This represents 0.24% of its overall portfolio holdings.
Number of Shares
16,194
Previous 5,380
201.0%
Holding current value
$388,008
Previous $365 Million
2.82%
% of portfolio
0.24%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,399Shares Held
737MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.95 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$669 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$614 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$596 Million46.39% of portfolio
-
Campbell Wealth Management15.8MShares$378 Million32.92% of portfolio