Bartlett & Co. Wealth Management LLC Schwab Strategic Tr 1000 Index Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,623 shares of SCHK stock, worth $44,713. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,623Holding current value
$44,713% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
176Shares Held
34.9MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$665 Million2.82% of portfolio
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Legacy Wealth Management, Inc3.59MShares$99 Million12.87% of portfolio
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Warwick Investment Management, Inc.1.88MShares$51.7 Million23.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA1.27MShares$35 Million5.84% of portfolio
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Waddell & Associates, LLC950KShares$26.2 Million6.58% of portfolio