Hbk Sorce Advisory LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Hbk Sorce Advisory LLC

  • $3.02 Billion
  • Q3 2025

A detailed history of Hbk Sorce Advisory LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 18,178 shares of SCHI stock, worth $421,911. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,178
Previous 10,225 77.78%
Holding current value
$421,911
Previous $235,000 78.3%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$22.45 - $23.2 $178,544 - $184,509
7,953 Added 77.78%
18,178 $419,000
Q3 2025

Oct 14, 2025
BUY
$22.45 - $23.2 $18,296 - $18,908
815 Added 8.66%
10,225 $235,000
Q2 2025

Aug 04, 2025
BUY
$21.85 - $22.76 $205,608 - $214,171
9,410 New
9,410 $214,000

Others Institutions Holding SCHI

# of Institutions
247
Shares Held
50.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
Track This Portfolio

Track Hbk Sorce Advisory LLC Portfolio

Follow Hbk Sorce Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbk Sorce Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbk Sorce Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email