Hurlow Wealth Management Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Hurlow Wealth Management Group, Inc.
- $283 Million
- Q1 2024
A detailed history of Hurlow Wealth Management Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hurlow Wealth Management Group, Inc. holds 27,315 shares of SCHX stock, worth $1.78 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
27,315
Previous 28,037
2.58%
Holding current value
$1.78 Million
Previous $1.58 Million
7.21%
% of portfolio
0.6%
Previous 0.6%
Shares
22 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.36 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.28 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.85 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$827 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$685 Million24.51% of portfolio