Arlington Trust CO LLC Schwab Strategic Tr 1000 Index Transaction History

Arlington Trust CO LLC

$468 Million
Q1 2025

A detailed history of Arlington Trust CO LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Arlington Trust CO LLC holds 3,100 shares of SCHK stock, worth $86,645. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,100

Holding current value

$86,645

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$26.53 - $29.63 $82,243 - $91,853	3,100 New	3,100 $83,000

Others Institutions Holding SCHK

# of Institutions

213

Shares Held

69.8M

Call Options Held

3.2K

Put Options Held

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

47M
Shares

$1.31 Billion
2.72% of portfolio
Legacy Wealth Management, Inc

6.89M
Shares

$193 Million
12.37% of portfolio
Warwick Investment Management, Inc.

4.08M
Shares

$114 Million
22.95% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$73.6 Million
5.8% of portfolio
Waddell & Associates, LLC

1.99M
Shares

$55.7 Million
7.2% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

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Arlington Trust CO LLC Schwab Strategic Tr 1000 Index Transaction History