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 1,187,620 shares of SCHV stock, worth $31.5 Million. This represents 18.38% of its overall portfolio holdings.
Number of Shares
1,187,620
Previous 389,865
204.62%
Holding current value
$31.5 Million
Previous $31.3 Billion
1.19%
% of portfolio
18.38%
Previous 20.24%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
884Shares Held
327MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.47 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.03 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$848 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$423 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$268 Million0.66% of portfolio