Collective Family Office LLC Schwab Strategic Tr 1000 Index Transaction History
Collective Family Office LLC
- $336 Million
- Q2 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 22,692 shares of SCHK stock, worth $1.2 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
22,692
Previous 23,832
4.78%
Holding current value
$1.2 Million
Previous $1.21 Million
1.66%
% of portfolio
0.35%
Previous 0.4%
Shares
7 transactions
Others Institutions Holding SCHK
# of Institutions
169Shares Held
34.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$1.28 Billion2.82% of portfolio
-
Legacy Wealth Management, Inc3.65MShares$193 Million13.81% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$99.2 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$67.1 Million5.9% of portfolio
-
Waddell & Associates, LLC950KShares$50.2 Million6.58% of portfolio