Hb Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Hb Wealth Management, LLC
- $9.29 Billion
- Q3 2024
A detailed history of Hb Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hb Wealth Management, LLC holds 110,647 shares of SCHM stock, worth $3.21 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
110,647
Previous 110,603
0.04%
Holding current value
$3.21 Million
Previous $8.61 Million
6.8%
% of portfolio
0.1%
Previous 0.1%
Shares
12 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio