Hbk Sorce Advisory LLC Schwab Strategic Tr Us Large C Transaction History
Hbk Sorce Advisory LLC
- $2.67 Billion
- Q1 2024
A detailed history of Hbk Sorce Advisory LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 10,524,610 shares of SCHX stock, worth $656 Million. This represents 24.51% of its overall portfolio holdings.
Number of Shares
10,524,610
Previous 10,281,650
2.36%
Holding current value
$656 Million
Previous $580 Million
12.64%
% of portfolio
24.51%
Previous 23.58%
Shares
29 transactions
Others Institutions Holding SCHX
# of Institutions
1,254Shares Held
427MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.08 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.14 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.77 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$791 Million1.18% of portfolio
-
Sage Financial Group Inc8.17MShares$509 Million45.63% of portfolio