Ars Wealth Advisors Group, LLC Schwab Strategic Tr 1000 Index Transaction History
Ars Wealth Advisors Group, LLC
- $714 Million
- Q4 2024
A detailed history of Ars Wealth Advisors Group, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Ars Wealth Advisors Group, LLC holds 9,949 shares of SCHK stock, worth $289,913. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,949
Previous 5,239
89.9%
Holding current value
$289,913
Previous $289,000
2.77%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
187Shares Held
44.9MCall 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
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.7 Million5.98% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$61.1 Million27.6% of portfolio
-
Waddell & Associates, LLC963KShares$28.1 Million6.53% of portfolio