Hrc Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Hrc Wealth Management, LLC
- $146 Billion
- Q2 2024
A detailed history of Hrc Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hrc Wealth Management, LLC holds 84,886 shares of SCHD stock, worth $2.47 Million. This represents 4.52% of its overall portfolio holdings.
Number of Shares
84,886
Previous 84,165
0.86%
Holding current value
$2.47 Million
Previous $6.79 Billion
2.73%
% of portfolio
4.52%
Previous 4.96%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,713Shares Held
279MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.5MShares$335 Million0.45% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$240 Million4.66% of portfolio