Hrc Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Hrc Wealth Management, LLC

$168 Billion
Q4 2024

A detailed history of Hrc Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hrc Wealth Management, LLC holds 2,158,369 shares of SCHG stock, worth $54.9 Million. This represents 35.71% of its overall portfolio holdings.

Number of Shares

2,158,369

Previous 527,252 309.36%

Holding current value

$54.9 Million

Previous $54.9 Billion 9.51%

% of portfolio

35.71%

Previous 35.48%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$25.93 - $105.3 $42.3 Million - $172 Million	1,631,117 Added 309.36%	2,158,369 $60.2 Billion
Q3 2024 Nov 12, 2024	BUY	$92.63 - $105.69 $169,790 - $193,729	1,833 Added 0.35%	527,252 $54.9 Billion
Q2 2024 Jul 25, 2024	BUY	$87.04 - $101.61 $1.15 Million - $1.35 Million	13,262 Added 2.59%	525,419 $53 Billion
Q1 2024 May 13, 2024	BUY	$80.6 - $93.32 $319,659 - $370,107	3,966 Added 0.78%	512,157 $47.5 Billion
Q4 2023 Feb 12, 2024	BUY	$70.08 - $83.37 $35.6 Million - $42.4 Million	508,191 New	508,191 $42.2 Billion

Others Institutions Holding SCHG

# of Institutions

1,475

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hrc Wealth Management, LLC with notifications on news.

Account

Hrc Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History