Hrc Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Hrc Wealth Management, LLC
- $146 Billion
- Q2 2024
A detailed history of Hrc Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hrc Wealth Management, LLC holds 525,419 shares of SCHG stock, worth $51.7 Million. This represents 36.28% of its overall portfolio holdings.
Number of Shares
525,419
Previous 512,157
2.59%
Holding current value
$51.7 Million
Previous $47.5 Billion
11.57%
% of portfolio
36.28%
Previous 34.7%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.04 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$981 Million0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$895 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$893 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$442 Million14.61% of portfolio