Alpha Cubed Investments, LLC Schwab Strategic Tr 1000 Index Transaction History

Alpha Cubed Investments, LLC

$2.18 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	BUY	$47.83 - $52.72 $318,595 - $351,167	6,661 New	6,661 $348,000

Others Institutions Holding SCHK

# of Institutions

200

Shares Held

69.8M

Call Options Held

3.9K

Put Options Held

6.9K

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

47.7M
Shares

$1.41 Billion
2.85% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$206 Million
12.67% of portfolio
Warwick Investment Management, Inc.

4.39M
Shares

$129 Million
25.69% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$77.7 Million
5.98% of portfolio
Waddell & Associates, LLC

1.94M
Shares

$57.2 Million
5.64% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

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