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 388,738 shares of SCHX stock, worth $9.19 Million. This represents 17.1% of its overall portfolio holdings.
Number of Shares
388,738
Previous 381,712
1.84%
Holding current value
$9.19 Million
Previous $23.7 Billion
5.43%
% of portfolio
17.1%
Previous 17.31%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,336Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.53 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$296 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$251 Million25.33% of portfolio