Cibc Private Wealth Group, LLC Schwab Strategic Tr 1000 Index Transaction History
Cibc Private Wealth Group, LLC
- $53.9 Billion
- Q3 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 326 shares of SCHK stock, worth $9,489. This represents 0.0% of its overall portfolio holdings.
Number of Shares
326
Previous 326
-0.0%
Holding current value
$9,489
Previous $17,000
5.88%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHK
# of Institutions
188Shares Held
48MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$833 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$203 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$128 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.7 Million5.98% of portfolio
-
Waddell & Associates, LLC963KShares$28 Million6.53% of portfolio