Destination Wealth Management Schwab Strategic Tr 1000 Index Transaction History
Destination Wealth Management
- $3.14 Billion
- Q1 2025
A detailed history of Destination Wealth Management transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Destination Wealth Management holds 24,065 shares of SCHK stock, worth $684,649. This represents 0.02% of its overall portfolio holdings.
Number of Shares
24,065Holding current value
$684,649% of portfolio
0.02%Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
216Shares Held
70.6MCall Options Held
3.2KPut Options Held
8.21K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.34 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.89MShares$196 Million12.37% of portfolio
-
Warwick Investment Management, Inc.4.08MShares$116 Million22.95% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.63MShares$74.9 Million5.8% of portfolio
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Waddell & Associates, LLC1.99MShares$56.7 Million7.2% of portfolio