Hershey Financial Advisers, LLC Schwab Strategic Tr Us Broad M Transaction History
Hershey Financial Advisers, LLC
- $114 Billion
- Q4 2024
A detailed history of Hershey Financial Advisers, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Hershey Financial Advisers, LLC holds 70,999 shares of SCHB stock, worth $1.63 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
70,999
Previous 57
124459.65%
Holding current value
$1.63 Million
Previous $3.58 Million
44868.67%
% of portfolio
1.42%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$407 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$263 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$234 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$214 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$205 Million19.23% of portfolio