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 $734,463. This represents 0.02% of its overall portfolio holdings.
Number of Shares
24,065Holding current value
$734,463% of portfolio
0.02%Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
229Shares Held
70MCall Options Held
3.2KPut Options Held
8K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.43 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.65MShares$203 Million12.34% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$125 Million23.81% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.44MShares$74.3 Million5.96% of portfolio
-
Waddell & Associates, LLC1.99MShares$60.9 Million7.2% of portfolio