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 $430,264. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,610
Previous 4,919
197.01%
Holding current value
$430,264
Previous $271,000
52.4%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
184Shares Held
44.8MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$842 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$205 Million12.67% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$77.5 Million5.98% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$61.8 Million27.6% of portfolio
-
Waddell & Associates, LLC963KShares$28.4 Million6.53% of portfolio