Hbk Sorce Advisory LLC Schwab Strategic Tr Us Large C Transaction History
Hbk Sorce Advisory LLC
- $2.69 Billion
- Q2 2024
A detailed history of Hbk Sorce Advisory LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 104,662 shares of SCHV stock, worth $2.8 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
104,662
Previous 107,058
2.24%
Holding current value
$2.8 Million
Previous $8.13 Million
4.68%
% of portfolio
0.29%
Previous 0.31%
Shares
30 transactions
Others Institutions Holding SCHV
# of Institutions
811Shares Held
106MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$498 Million3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$307 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$287 Million11.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$119 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$108 Million0.11% of portfolio