Hrt Financial LP Schwab Strategic Tr Us Large C Transaction History

Hrt Financial LP

$18.1 Billion
Q3 2024

A detailed history of Hrt Financial LP transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hrt Financial LP holds 2,953 shares of SCHG stock, worth $85,459. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,953

Holding current value

$85,459

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$92.63 - $105.69 $273,536 - $312,102	2,953 New	2,953 $307,000
Q1 2024 May 13, 2024	BUY	$80.6 - $93.32 $9,188 - $10,638	114 Added 1.77%	6,545 $606,000
Q4 2023 Feb 09, 2024	BUY	$70.08 - $83.37 $450,684 - $536,152	6,431 New	6,431 $533,000

Others Institutions Holding SCHG

# of Institutions

1,314

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

Financial Engines Advisors L.L.C. Santa Clara, CA

11.3M
Shares

$326 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$317 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$283 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$277 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$141 Million
5.48% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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