Armstrong Advisory Group, Inc Schwab Strategic Tr 1000 Index Transaction History
Armstrong Advisory Group, Inc
- $1.25 Billion
- Q4 2024
A detailed history of Armstrong Advisory Group, Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Armstrong Advisory Group, Inc holds 2,633,266 shares of SCHK stock, worth $76.7 Million. This represents 5.98% of its overall portfolio holdings.
Number of Shares
2,633,266
Previous 1,270,066
107.33%
Holding current value
$76.7 Million
Previous $70.2 Million
6.16%
% of portfolio
5.98%
Previous 5.84%
Shares
8 transactions
Others Institutions Holding SCHK
# of Institutions
185Shares Held
44.8MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$833 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$203 Million12.67% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$61.1 Million27.6% of portfolio
-
Waddell & Associates, LLC963KShares$28.1 Million6.53% of portfolio
-
Lighthouse Wealth Management Inc. Ashland, OH337KShares$9.83 Million8.74% of portfolio