Colony Group LLC Schwab Strategic Tr 1000 Index Transaction History
Colony Group LLC
- $6.66 Billion
- Q3 2023
A detailed history of Colony Group LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Colony Group LLC holds 288,221 shares of SCHK stock, worth $8.86 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
288,221
Previous 295,388
2.43%
Holding current value
$8.86 Million
Previous $12.6 Million
5.82%
% of portfolio
0.18%
Previous 0.18%
Shares
19 transactions
Others Institutions Holding SCHK
# of Institutions
233Shares Held
73MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.43 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.65MShares$204 Million12.34% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$126 Million23.81% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$95 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.44MShares$74.9 Million5.96% of portfolio