Alpha Cubed Investments, LLC Schwab Strategic Tr 1000 Index Transaction History
Alpha Cubed Investments, LLC
- $2.18 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
195Shares Held
68.8MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.41 Billion2.85% of portfolio
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Legacy Wealth Management, Inc6.97MShares$206 Million12.67% of portfolio
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Warwick Investment Management, Inc.4.39MShares$129 Million25.69% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.63MShares$77.7 Million5.98% of portfolio
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Waddell & Associates, LLC1.94MShares$57.2 Million5.64% of portfolio