Blake Schutter Theil Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Blake Schutter Theil Wealth Advisors, LLC
- $139 Billion
- Q3 2024
A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 310,617 shares of SCHK stock, worth $8.87 Million. This represents 12.34% of its overall portfolio holdings.
Number of Shares
310,617Holding current value
$8.87 Million% of portfolio
12.34%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