Yhb Investment Advisors, Inc. Schwab Strategic Tr 1000 Index Transaction History
Yhb Investment Advisors, Inc.
- $1.34 Billion
- Q3 2025
A detailed history of Yhb Investment Advisors, Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 10,112 shares of SCHK stock, worth $322,370. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,112
Previous 10,980
7.91%
Holding current value
$322,370
Previous $327,000
0.92%
% of portfolio
0.02%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding SCHK
# of Institutions
237Shares Held
72.7MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.49 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$203 Million12.04% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$130 Million23.81% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$98.6 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$77.5 Million5.96% of portfolio