Delta Asset Management LLC Schwab Strategic Tr 1000 Index Transaction History
Delta Asset Management LLC
- $1.1 Billion
- Q2 2024
A detailed history of Delta Asset Management LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Delta Asset Management LLC holds 100 shares of SCHK stock, worth $5,520. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$5,520
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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$1.33 Billion2.82% of portfolio
-
Legacy Wealth Management, Inc3.65MShares$201 Million13.81% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$104 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$70 Million5.9% of portfolio
-
Waddell & Associates, LLC950KShares$52.4 Million6.58% of portfolio