Blair William & CO Schwab Strategic Tr 1000 Index Transaction History

Blair William & CO

$31.4 Billion
Q1 2024

A detailed history of Blair William & CO transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Blair William & CO holds 693 shares of SCHK stock, worth $36,978. This represents 0.0% of its overall portfolio holdings.

Number of Shares

693

Holding current value

$36,978

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$45.19 - $50.67 $31,316 - $35,114	693 New	693 $35,000

Others Institutions Holding SCHK

# of Institutions

158

Shares Held

34.7M

Call Options Held

Put Options Held

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

24.4M
Shares

$1.3 Billion
2.79% of portfolio
Legacy Wealth Management, Inc

3.68M
Shares

$197 Million
13.76% of portfolio
Warwick Investment Management, Inc.

1.88M
Shares

$100 Million
22.84% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.25M
Shares

$66.5 Million
5.85% of portfolio
Waddell & Associates, LLC

950K
Shares

$50.7 Million
6.56% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

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