Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HRC WEALTH MANAGEMENT LLC | 05-13-2024 | 03-31-2024 | 41 | 136,853,194 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 1 | $47,487,204 | 512,157 | 0.03 | 0.04 | 3,966 | 0.78 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 2 | $29,010,717 | 381,820 | 0.02 | 0.02 | -147 | -0.04 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 3 | $23,689,023 | 381,712 | 0.02 | 0.02 | -3,249 | -0.84 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 4 | $6,786,216 | 84,165 | 0.00 | 0.01 | 5,027 | 6.35 | 03-31-2024 |
