Hrc Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Hrc Wealth Management, LLC
- $146 Billion
- Q2 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 525,419 shares of SCHG stock, worth $14.6 Million. This represents 36.28% of its overall portfolio holdings.
Number of Shares
525,419
Previous 512,157
2.59%
Holding current value
$14.6 Million
Previous $47.5 Billion
11.57%
% of portfolio
36.28%
Previous 34.7%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$303 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$294 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$270 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$252 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$124 Million14.61% of portfolio