Hbk Sorce Advisory LLC Schwab Strategic Tr 1000 Index Transaction History
Hbk Sorce Advisory LLC
- $2.53 Billion
- Q4 2024
A detailed history of Hbk Sorce Advisory LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 134,140 shares of SCHK stock, worth $3.59 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
134,140
Previous 67,709
98.11%
Holding current value
$3.59 Million
Previous $3.74 Million
1.44%
% of portfolio
0.15%
Previous 0.15%
Shares
25 transactions
Others Institutions Holding SCHK
# of Institutions
204Shares Held
70.4MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.28 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$187 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$117 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$70.5 Million5.8% of portfolio
-
Waddell & Associates, LLC1.94MShares$51.9 Million5.64% of portfolio