Bailard, Inc. Schwab Strategic Tr 1000 Index Transaction History

Bailard, Inc.

$3.8 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 25, 2022	SELL	$40.46 - $46.8 $783,467 - $906,235	-19,364 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$36.87 - $39.72 $713,950 - $769,138	19,364 New	19,364 $763,000

Others Institutions Holding SCHK

# of Institutions

180

Shares Held

39.4M

Call Options Held

0

Put Options Held

0

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

28.6M
Shares

$803 Million
3.25% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$101 Million
12.87% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$58.9 Million
27.6% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$35.7 Million
5.84% of portfolio
Waddell & Associates, LLC

963K
Shares

$27 Million
6.53% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bailard, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bailard, Inc. with notifications on news.