Hrc Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Hrc Wealth Management, LLC
- $155 Billion
- Q3 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 389,865 shares of SCHV stock, worth $10.1 Million. This represents 20.24% of its overall portfolio holdings.
Number of Shares
389,865
Previous 389,917
0.01%
Holding current value
$10.1 Million
Previous $28.9 Billion
8.48%
% of portfolio
20.24%
Previous 19.78%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$506 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$315 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$279 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$126 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$110 Million0.81% of portfolio