True Vision Mn LLC Schwab Strategic Tr 1000 Index Transaction History

True Vision Mn LLC

$154 Billion
Q2 2024

A detailed history of True Vision Mn LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, True Vision Mn LLC holds 4,000 shares of SCHK stock, worth $114,320. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,000

Holding current value

$114,320

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$47.83 - $52.72 $191,320 - $210,880	4,000 New	4,000 $210 Million

Others Institutions Holding SCHK

# of Institutions

178

Shares Held

35.1M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

24.2M
Shares

$690 Million
2.82% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$103 Million
12.87% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$60 Million
27.6% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$36.3 Million
5.84% of portfolio
Waddell & Associates, LLC

950K
Shares

$27.1 Million
6.58% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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