Hbk Sorce Advisory LLC Schwab Strategic Tr Us Large C Transaction History
Hbk Sorce Advisory LLC
- $2.53 Billion
- Q1 2025
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 33,030,817 shares of SCHX stock, worth $724 Million. This represents 28.87% of its overall portfolio holdings.
Number of Shares
33,030,817
Previous 32,139,846
2.77%
Holding current value
$724 Million
Previous $745 Million
2.1%
% of portfolio
28.87%
Previous 29.48%
Shares
33 transactions
Others Institutions Holding SCHX
# of Institutions
1,480Shares Held
1.1BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.52 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.81 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$770 Million1.08% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$575 Million8.63% of portfolio
-
Sage Financial Group Inc25.3MShares$555 Million45.2% of portfolio