Arcadia Investment Advisors LLC Schwab Strategic Tr 1000 Index Transaction History

Arcadia Investment Advisors LLC

$178 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Dec 19, 2024	SELL	N/A	-1,131 Closed	0 $0
Q4 2018 Dec 19, 2024	BUY	N/A	1,131 New	1,131 $27.7 Million

Others Institutions Holding SCHK

# of Institutions

181

Shares Held

39.5M

Call Options Held

0

Put Options Held

0

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

28.6M
Shares

$808 Million
3.25% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$102 Million
12.87% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$59.3 Million
27.6% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$35.9 Million
5.84% of portfolio
Waddell & Associates, LLC

963K
Shares

$27.2 Million
6.53% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

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