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 387,580 shares of SCHX stock, worth $9.17 Million. This represents 16.99% of its overall portfolio holdings.
Number of Shares
387,580
Previous 388,738
0.3%
Holding current value
$9.17 Million
Previous $25 Billion
5.29%
% of portfolio
16.99%
Previous 17.1%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,352Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$606 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$329 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio