Hrc Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Hrc Wealth Management, LLC
- $155 Billion
- Q3 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 527,252 shares of SCHG stock, worth $14.4 Million. This represents 35.48% of its overall portfolio holdings.
Number of Shares
527,252
Previous 525,419
0.35%
Holding current value
$14.4 Million
Previous $53 Billion
3.67%
% of portfolio
35.48%
Previous 36.28%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,310Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$308 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$300 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$262 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$133 Million5.48% of portfolio