Vestia Personal Wealth Advisors Schwab Strategic Tr 1000 Index Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 4,161 shares of SCHK stock, worth $118,838. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,161
Previous 4,198
0.88%
Holding current value
$118,838
Previous $220 Million
4.73%
% of portfolio
0.22%
Previous 0.23%
Shares
2 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
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.3 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27.5 Million6.53% of portfolio