Hrc Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Hrc Wealth Management, LLC
- $188 Billion
- Q2 2025
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 1,248,091 shares of SCHX stock, worth $31.4 Million. This represents 16.26% of its overall portfolio holdings.
Number of Shares
1,248,091
Previous 1,163,186
7.3%
Holding current value
$31.4 Million
Previous $25.7 Billion
18.77%
% of portfolio
16.26%
Previous 15.94%
Shares
7 transactions
Others Institutions Holding SCHX
# of Institutions
1,534Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\206MShares$5.2 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.08 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$876 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$832 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$787 Million9.64% of portfolio