Armstrong Advisory Group, Inc Schwab Strategic Tr 1000 Index Transaction History
Armstrong Advisory Group, Inc
- $1.2 Billion
- Q3 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 1,270,066 shares of SCHK stock, worth $36.3 Million. This represents 5.84% of its overall portfolio holdings.
Number of Shares
1,270,066
Previous 1,268,750
0.1%
Holding current value
$36.3 Million
Previous $66.4 Million
5.77%
% of portfolio
5.84%
Previous 5.9%
Shares
7 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$817 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$103 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$59.9 Million27.6% of portfolio
-
Waddell & Associates, LLC963KShares$27.5 Million6.53% of portfolio
-
Blake Schutter Theil Wealth Advisors, LLC Dayton, OH311KShares$8.87 Million12.34% of portfolio