Hbk Sorce Advisory LLC Schwab Strategic U.S. Reit ETF Transaction History
Hbk Sorce Advisory LLC
- $2.53 Billion
- Q4 2024
A detailed history of Hbk Sorce Advisory LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 46,446 shares of SCHH stock, worth $1.03 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
46,446
Previous 51,592
9.97%
Holding current value
$1.03 Million
Previous $1.2 Million
18.16%
% of portfolio
0.04%
Previous 0.05%
Shares
31 transactions
Others Institutions Holding SCHH
# of Institutions
552Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.19 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$628 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$536 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$169 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$160 Million0.55% of portfolio