Hrc Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Hrc Wealth Management, LLC
- $168 Billion
- Q4 2024
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 2,158,369 shares of SCHG stock, worth $54.5 Million. This represents 35.71% of its overall portfolio holdings.
Number of Shares
2,158,369
Previous 527,252
309.36%
Holding current value
$54.5 Million
Previous $54.9 Billion
9.51%
% of portfolio
35.71%
Previous 35.48%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,476Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$39.5 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.07 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$989 Million14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$963 Million1.41% of portfolio