Hbk Sorce Advisory LLC Schwab Strategic U.S. Mid Cap Transaction History
Hbk Sorce Advisory LLC
- $2.69 Billion
- Q2 2024
A detailed history of Hbk Sorce Advisory LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 176,779 shares of SCHM stock, worth $14.5 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
176,779
Previous 217,410
18.69%
Holding current value
$14.5 Million
Previous $17.7 Million
22.28%
% of portfolio
0.51%
Previous 0.66%
Shares
30 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio