Cwm, LLC Schwab Strategic Tr 1000 Index Transaction History
Cwm, LLC
- $23.3 Billion
- Q3 2024
A detailed history of Cwm, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Cwm, LLC holds 211 shares of SCHK stock, worth $6,213. This represents 0.0% of its overall portfolio holdings.
Number of Shares
211
Previous 210
0.48%
Holding current value
$6,213
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
20 transactions
Others Institutions Holding SCHK
# of Institutions
184Shares Held
44.8MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$842 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$205 Million12.67% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$77.5 Million5.98% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$61.8 Million27.6% of portfolio
-
Waddell & Associates, LLC963KShares$28.4 Million6.53% of portfolio