Hbw Advisory Services LLC Schwab Strategic Tr Us Large C Transaction History
Hbw Advisory Services LLC
- $649 Million
- Q4 2024
A detailed history of Hbw Advisory Services LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hbw Advisory Services LLC holds 63,330 shares of SCHG stock, worth $1.75 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
63,330
Previous 6,062
944.7%
Holding current value
$1.75 Million
Previous $631,000
179.71%
% of portfolio
0.27%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding SCHG
# of Institutions
1,316Shares Held
185MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$312 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$303 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$271 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$265 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$135 Million5.48% of portfolio