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 $119,824. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,657
Previous 4,657
-0.0%
Holding current value
$119,824
Previous $249,000
17.27%
% of portfolio
0.14%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,347Shares Held
564MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$373 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio