Hbk Sorce Advisory LLC Schwab Strategic U.S. Mid Cap Transaction History
Hbk Sorce Advisory LLC
- $2.53 Billion
- Q4 2024
A detailed history of Hbk Sorce Advisory LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 456,559 shares of SCHM stock, worth $11.9 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
456,559
Previous 162,862
180.33%
Holding current value
$11.9 Million
Previous $13.5 Million
6.51%
% of portfolio
0.5%
Previous 0.53%
Shares
32 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