Collective Family Office LLC Schwab Strategic Tr 1000 Index Transaction History
Collective Family Office LLC
- $305 Million
- Q1 2024
A detailed history of Collective Family Office LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Collective Family Office LLC holds 23,832 shares of SCHK stock, worth $1.26 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
23,832
Previous 23,831
-0.0%
Holding current value
$1.26 Million
Previous $1.1 Million
10.03%
% of portfolio
0.4%
Previous 0.39%
Shares
6 transactions
Others Institutions Holding SCHK
# of Institutions
158Shares 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$195 Million13.76% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$99.5 Million22.84% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.25MShares$66.1 Million5.85% of portfolio
-
Waddell & Associates, LLC950KShares$50.4 Million6.56% of portfolio