Blue Bell Private Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Blue Bell Private Wealth Management, LLC
- $499 Million
- Q3 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 6,997 shares of SCHK stock, worth $199,834. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,997
Previous 6,998
0.01%
Holding current value
$199,834
Previous $366,000
5.46%
% of portfolio
0.08%
Previous 0.08%
Shares
26 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
-
Legacy Wealth Management, Inc3.59MShares$103 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$59.9 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.3 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27.5 Million6.53% of portfolio