Delta Asset Management LLC Schwab Strategic Tr 1000 Index Transaction History
Delta Asset Management LLC
- $1.11 Billion
- Q4 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 200 shares of SCHK stock, worth $5,406. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 100
100.0%
Holding current value
$5,406
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
202Shares Held
69.9MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.29 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$188 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$119 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$71.2 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$52.4 Million5.64% of portfolio