Hhm Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Hhm Wealth Advisors, LLC
- $728 Million
- Q4 2024
A detailed history of Hhm Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 3,432,708 shares of SCHG stock, worth $93.6 Million. This represents 13.14% of its overall portfolio holdings.
Number of Shares
3,432,708
Previous 867,126
295.87%
Holding current value
$93.6 Million
Previous $90.3 Million
5.9%
% of portfolio
13.14%
Previous 12.96%
Shares
25 transactions
Others Institutions Holding SCHG
# of Institutions
1,469Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$42.7 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.16 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.09 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.07 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.04 Billion1.41% of portfolio