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 $33.3 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

$33.3 Million

Previous $25.7 Billion 18.77%

% of portfolio

16.26%

Previous 15.94%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$19.6 - $24.44 $1.66 Million - $2.08 Million	84,905 Added 7.3%	1,248,091 $30.5 Billion
Q1 2025 May 12, 2025	BUY	$21.75 - $24.28 $56,876 - $63,492	2,615 Added 0.23%	1,163,186 $25.7 Billion
Q4 2024 Feb 12, 2025	BUY	$22.4 - $68.28 $17.3 Million - $52.8 Million	772,991 Added 199.44%	1,160,571 $26.9 Billion
Q3 2024 Nov 12, 2024	SELL	$61.11 - $67.85 $70,765 - $78,570	-1,158 Reduced 0.3%	387,580 $26.3 Billion
Q2 2024 Jul 25, 2024	BUY	$58.7 - $64.78 $412,426 - $455,144	7,026 Added 1.84%	388,738 $25 Billion
Q1 2024 May 13, 2024	SELL	$55.41 - $62.08 $180,027 - $201,697	-3,249 Reduced 0.84%	381,712 $23.7 Billion
Q4 2023 Feb 12, 2024	BUY	$48.47 - $56.6 $18.7 Million - $21.8 Million	384,961 New	384,961 $21.7 Billion

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

Hrc Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History