Hc Financial Advisors Inc Schwab Strategic U.S. Mid Cap Transaction History
Hc Financial Advisors Inc
- $149 Million
- Q2 2022
A detailed history of Hc Financial Advisors Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hc Financial Advisors Inc holds 638 shares of SCHM stock, worth $52,462. This represents 0.03% of its overall portfolio holdings.
Number of Shares
638
Previous 636
0.31%
Holding current value
$52,462
Previous $48,000
16.67%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio