Blake Schutter Theil Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Blake Schutter Theil Wealth Advisors, LLC
- $94.7 Billion
- Q4 2024
A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 621,234 shares of SCHK stock, worth $18.1 Million. This represents 18.57% of its overall portfolio holdings.
Number of Shares
621,234
Previous 310,617
100.0%
Holding current value
$18.1 Million
Previous $17.2 Billion
2.41%
% of portfolio
18.57%
Previous 12.34%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
189Shares Held
47.8MCall 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.4.39MShares$128 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.7 Million5.98% of portfolio
-
Waddell & Associates, LLC963KShares$28 Million6.53% of portfolio