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 387,580 shares of SCHX stock, worth $9.17 Million. This represents 16.99% of its overall portfolio holdings.
Number of Shares
387,580
Previous 388,738
0.3%
Holding current value
$9.17 Million
Previous $25 Billion
5.29%
% of portfolio
16.99%
Previous 17.1%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,336Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$252 Million28.24% of portfolio
-
Sage Financial Group Inc8.35MShares$198 Million46.31% of portfolio