Hrc Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Hrc Wealth Management, LLC
- $146 Billion
- Q2 2024
A detailed history of Hrc Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Hrc Wealth Management, LLC holds 9,310 shares of FNDX stock, worth $667,527. This represents 0.43% of its overall portfolio holdings.
Number of Shares
9,310
Previous 8,680
7.26%
Holding current value
$667,527
Previous $585 Million
6.61%
% of portfolio
0.43%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
564Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.34 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$310 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$197 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$193 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$151 Million23.99% of portfolio