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HRC WEALTH MANAGEMENT, LLC → STT-PG

HRC WEALTH MANAGEMENT, LLC STT-PG Position History

State Street Corporation • Banking

Quarters held
8
Latest value
$1.6M
Q3 2026
Peak value
$9.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7M
Q4 2025$844K
Q1 2026$7.4M
Q1 2026$838K
Q2 2026$9.4M
Q2 2026$1.4M
Q3 2026$8.6M
Q3 2026$1.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.6M8.1K——
Q3 2026$8.6M80.1K——
Q2 2026$1.4M7.2K——
Q2 2026$9.4M78.8K——
Q1 2026$838K6.3K——
Q1 2026$7.4M76.1K——
Q4 2025$844K5.9K——
Q4 2025$7M74.4K——

Other funds holding STT-PG

Other HRC WEALTH MANAGEMENT, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$79.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$75.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$73.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$65.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$45.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$39.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$38.1M