Hmv Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Hmv Wealth Advisors, LLC
- $153 Billion
- Q2 2025
A detailed history of Hmv Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hmv Wealth Advisors, LLC holds 44,255 shares of SCHG stock, worth $1.34 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
44,255
Previous 68,126
35.04%
Holding current value
$1.34 Million
Previous $1.71 Billion
24.22%
% of portfolio
0.85%
Previous 1.35%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,545Shares Held
758MCall 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$743 Million0.25% of portfolio