Yhb Investment Advisors, Inc. Schwab Strategic Tr 1000 Index Transaction History
Yhb Investment Advisors, Inc.
- $1.2 Billion
- Q4 2024
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 14,610 shares of SCHK stock, worth $431,141. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,610
Previous 4,919
197.01%
Holding current value
$431,141
Previous $271,000
52.4%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
198Shares Held
69.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.41 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$206 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$129 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$77.7 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$57.2 Million5.64% of portfolio