Blue Bell Private Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Blue Bell Private Wealth Management, LLC
- $442 Million
- Q1 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 7,098 shares of SCHK stock, worth $374,348. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,098
Previous 7,199
1.4%
Holding current value
$374,348
Previous $331,000
8.46%
% of portfolio
0.08%
Previous 0.08%
Shares
24 transactions
Others Institutions Holding SCHK
# of Institutions
157Shares Held
34.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.4MShares$1.29 Billion2.79% of portfolio
-
Legacy Wealth Management, Inc3.68MShares$194 Million13.76% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$99 Million22.84% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.25MShares$65.8 Million5.85% of portfolio
-
Waddell & Associates, LLC950KShares$50.1 Million6.56% of portfolio