Hbc Financial Services, Pllc Schwab Strategic Tr Us Large C Transaction History
Hbc Financial Services, Pllc
- $157 Million
- Q2 2024
Shares
4 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$982 Million0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$896 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$894 Million11.2% of portfolio
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Avantax Planning Partners, Inc.4.49MShares$442 Million14.61% of portfolio