Vsm Wealth Advisory, LLC Schwab Strategic Tr 1000 Index Transaction History
Vsm Wealth Advisory, LLC
- $280 Billion
- Q4 2024
A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 400 shares of SCHK stock, worth $11,644. This represents 0.0% of its overall portfolio holdings.
Number of Shares
400Holding current value
$11,644% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
188Shares Held
48MCall 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
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Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.7 Million5.98% of portfolio
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Waddell & Associates, LLC963KShares$28 Million6.53% of portfolio