Cibc Private Wealth Group, LLC Schwab Strategic Tr 1000 Index Transaction History
Cibc Private Wealth Group, LLC
- $52.7 Billion
- Q4 2024
A detailed history of Cibc Private Wealth Group, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 652 shares of SCHK stock, worth $16,521. This represents 0.0% of its overall portfolio holdings.
Number of Shares
652
Previous 326
100.0%
Holding current value
$16,521
Previous $18,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHK
# of Institutions
208Shares Held
70.5MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.21 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$177 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$111 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$66.7 Million5.8% of portfolio
-
Waddell & Associates, LLC1.94MShares$49.1 Million5.64% of portfolio