Hb Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Hb Wealth Management, LLC
- $9.75 Billion
- Q4 2024
A detailed history of Hb Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hb Wealth Management, LLC holds 332,633 shares of SCHM stock, worth $8.71 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
332,633
Previous 110,647
200.63%
Holding current value
$8.71 Million
Previous $9.19 Million
0.26%
% of portfolio
0.09%
Previous 0.1%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio