Hrc Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Hrc Wealth Management, LLC
- $188 Billion
- Q2 2025
A detailed history of Hrc Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hrc Wealth Management, LLC holds 2,267,730 shares of SCHG stock, worth $73.7 Million. This represents 35.31% of its overall portfolio holdings.
Number of Shares
2,267,730
Previous 2,148,750
5.54%
Holding current value
$73.7 Million
Previous $53.8 Billion
23.11%
% of portfolio
35.31%
Previous 33.39%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,604Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.8 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.49 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.38 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.24 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.07 Billion0.17% of portfolio