Hc Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Hc Advisors, LLC
- $117 Million
- Q3 2024
A detailed history of Hc Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hc Advisors, LLC holds 34,090 shares of SCHM stock, worth $995,428. This represents 2.42% of its overall portfolio holdings.
Number of Shares
34,090
Previous 33,974
0.34%
Holding current value
$995,428
Previous $2.64 Million
7.11%
% of portfolio
2.42%
Previous 2.54%
Shares
20 transactions
Others Institutions Holding SCHM
# of Institutions
932Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$620 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.6 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$65.1 Million2.77% of portfolio