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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$87.04 - $101.61 $1.15 Million - $1.35 Million
13,262 Added 2.59%
525,419 $53 Billion
Q1 2024

May 13, 2024

BUY
$80.6 - $93.32 $319,659 - $370,107
3,966 Added 0.78%
512,157 $47.5 Billion
Q4 2023

Feb 12, 2024

BUY
$70.08 - $83.37 $35.6 Million - $42.4 Million
508,191 New
508,191 $42.2 Billion

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Hrc Wealth Management, LLC Portfolio

Follow Hrc Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hrc Wealth Management, LLC with notifications on news.