Hc Financial Advisors Inc Schwab Strategic Tr Us Broad M Transaction History
Hc Financial Advisors Inc
- $149 Million
- Q2 2022
A detailed history of Hc Financial Advisors Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Hc Financial Advisors Inc holds 4,657 shares of SCHB stock, worth $99,706. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,657
Previous 4,657
-0.0%
Holding current value
$99,706
Previous $249,000
17.27%
% of portfolio
0.14%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$218 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$191 Million19.23% of portfolio