Hb Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Hb Wealth Management, LLC
- $9.29 Billion
- Q3 2024
A detailed history of Hb Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Hb Wealth Management, LLC holds 40,440 shares of SCHE stock, worth $1.12 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
40,440
Previous 42,942
5.83%
Holding current value
$1.12 Million
Previous $1.14 Million
3.51%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding SCHE
# of Institutions
778Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$589 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$533 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$217 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$106 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$78.9 Million4.21% of portfolio