Db Fitzpatrick & Co, Inc Schwab Strategic Tr 1000 Index Transaction History

Db Fitzpatrick & Co, Inc

$103 Million
Q1 2025

A detailed history of Db Fitzpatrick & Co, Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Db Fitzpatrick & Co, Inc holds 191 shares of SCHK stock, worth $5,433. This represents 0.0% of its overall portfolio holdings.

Number of Shares

191

Holding current value

$5,433

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$26.53 - $29.63 $5,067 - $5,659	191 New	191 $5,000

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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About SCHWAB STRATEGIC TR 1000 INDEX

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Db Fitzpatrick & Co, Inc Schwab Strategic Tr 1000 Index Transaction History