Hershey Financial Advisers, LLC Schwab Strategic Tr Us Large C Transaction History
Hershey Financial Advisers, LLC
- $114 Billion
- Q4 2024
A detailed history of Hershey Financial Advisers, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hershey Financial Advisers, LLC holds 124,342 shares of SCHG stock, worth $3.76 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
124,342
Previous 18,522
571.32%
Holding current value
$3.76 Million
Previous $1.87 Billion
85.54%
% of portfolio
3.05%
Previous 1.68%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,562Shares Held
760MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.46 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.28 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.15 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$744 Million0.25% of portfolio