Bartlett & Co. Wealth Management LLC Schwab Strategic Tr 1000 Index Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 3,255 shares of SCHK stock, worth $90,261. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,255
Previous 1,623
100.55%
Holding current value
$90,261
Previous $89.7 Million
2.72%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
202Shares Held
69.8MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.32 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$193 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$122 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$73 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$53.8 Million5.64% of portfolio