Yhb Investment Advisors, Inc. Schwab Strategic Tr 1000 Index Transaction History
Yhb Investment Advisors, Inc.
- $1.2 Billion
- Q4 2024
A detailed history of Yhb Investment Advisors, Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 14,610 shares of SCHK stock, worth $370,217. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,610
Previous 4,919
197.01%
Holding current value
$370,217
Previous $271,000
52.4%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
208Shares Held
70.5MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.21 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$177 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$111 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$66.7 Million5.8% of portfolio
-
Waddell & Associates, LLC1.94MShares$49.1 Million5.64% of portfolio