Hrt Financial LP Schwab Strategic Tr Us Broad M Transaction History

Hrt Financial LP

$17 Billion
Q2 2024

A detailed history of Hrt Financial LP transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Hrt Financial LP holds 8,928 shares of SCHB stock, worth $197,398. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,928

Holding current value

$197,398

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$57.57 - $63.3 $513,984 - $565,142	8,928 New	8,928 $561,000
Q4 2023 Feb 09, 2024	BUY	$47.61 - $55.91 $202,199 - $237,449	4,247 New	4,247 $236,000

Others Institutions Holding SCHB

# of Institutions

1,159

Shares Held

168M

Call Options Held

197K

Put Options Held

19.4K

Wealthfront Advisers LLC

21.2M
Shares

$468 Million
4.49% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$136 Million
1.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.7M
Shares

$104 Million
0.17% of portfolio
Scs Capital Management LLC Boston, MA

3.89M
Shares

$86.1 Million
5.13% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$84.6 Million
18.64% of portfolio

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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