Hoertkorn Richard Charles Schwab Strategic Tr Us Broad M Transaction History
Hoertkorn Richard Charles
- $182 Million
- Q3 2024
A detailed history of Hoertkorn Richard Charles transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Hoertkorn Richard Charles holds 900 shares of SCHB stock, worth $21,087. This represents 0.03% of its overall portfolio holdings.
Number of Shares
900
Previous 900
-0.0%
Holding current value
$21,087
Previous $56,000
5.36%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,185Shares Held
204MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$483 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$210 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio
-
Summit Financial Strategies, Inc.4.05MShares$95 Million11.0% of portfolio