Yhb Investment Advisors, Inc. Schwab Strategic Tr 1000 Index Transaction History
Yhb Investment Advisors, Inc.
- $1.19 Billion
- Q3 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 4,919 shares of SCHK stock, worth $140,486. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,919Holding current value
$140,486% of portfolio
0.02%Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$817 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$103 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$59.9 Million27.6% of portfolio
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Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.3 Million5.84% of portfolio
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Waddell & Associates, LLC963KShares$27.5 Million6.53% of portfolio