Brio Consultants, LLC Schwab Strategic Tr Us Small C Transaction History
Brio Consultants, LLC
- $636 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,197Shares Held
217MCall Options Held
55.6KPut Options Held
7.8K-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$675 Million2.22% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$590 Million0.1% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$366 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$280 Million2.07% of portfolio
-
Advisory Alpha, LLC4.23MShares$113 Million3.94% of portfolio