Hbk Sorce Advisory LLC Schwab Strategic Tr Us Large C Transaction History
Hbk Sorce Advisory LLC
- $2.69 Billion
- Q2 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 10,593,466 shares of SCHX stock, worth $716 Million. This represents 25.33% of its overall portfolio holdings.
Number of Shares
10,593,466
Previous 10,524,610
0.65%
Holding current value
$716 Million
Previous $653 Million
4.21%
% of portfolio
25.33%
Previous 24.51%
Shares
30 transactions
Others Institutions Holding SCHX
# of Institutions
1,314Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$968 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$847 Million1.17% of portfolio
-
Sage Financial Group Inc8.38MShares$566 Million46.62% of portfolio