Bartlett & Co. Wealth Management LLC Schwab Strategic Tr 1000 Index Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 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 1,623 shares of SCHK stock, worth $46,352. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,623Holding current value
$46,352% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$817 Million3.25% of portfolio
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Legacy Wealth Management, Inc3.59MShares$103 Million12.87% of portfolio
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Warwick Investment Management, Inc.2.1MShares$59.9 Million27.6% of portfolio
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Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.3 Million5.84% of portfolio
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Waddell & Associates, LLC963KShares$27.5 Million6.53% of portfolio