Hrt Financial LP Schwab Strategic U.S. Mid Cap Transaction History

Hrt Financial LP

$18.1 Billion
Q3 2024

A detailed history of Hrt Financial LP transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hrt Financial LP holds 3,334 shares of SCHM stock, worth $92,985. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,334

Holding current value

$92,985

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$75.47 - $83.18 $251,616 - $277,322	3,334 New	3,334 $277,000

Others Institutions Holding SCHM

# of Institutions

950

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

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

25.9M
Shares

$723 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$274 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$200 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$90.9 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66.1 Million
0.18% of portfolio

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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