D. E. Shaw & Co., Inc. Schwab Strategic Tr 1000 Index Transaction History

D. E. Shaw & Co., Inc.

$100 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$45.19 - $50.67 $343,624 - $385,294	7,604 New	7,604 $385,000

Others Institutions Holding SCHK

# of Institutions

215

Shares Held

70.6M

Call Options Held

3.2K

Put Options Held

8.21K

Financial Engines Advisors L.L.C. Santa Clara, CA

47M
Shares

$1.34 Billion
2.72% of portfolio
Legacy Wealth Management, Inc

6.89M
Shares

$196 Million
12.37% of portfolio
Warwick Investment Management, Inc.

4.08M
Shares

$116 Million
22.95% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$74.9 Million
5.8% of portfolio
Waddell & Associates, LLC

1.99M
Shares

$56.7 Million
7.2% of portfolio

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