Diversified Trust CO Schwab Strategic Tr 1000 Index Transaction History
Diversified Trust CO
- $3.55 Billion
- Q2 2025
A detailed history of Diversified Trust CO transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Diversified Trust CO holds 36,084 shares of SCHK stock, worth $1.08 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
36,084Holding current value
$1.08 Million% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
221Shares Held
70.9MCall Options Held
3.2KPut Options Held
8.21K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.4 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.89MShares$206 Million12.37% of portfolio
-
Warwick Investment Management, Inc.4.08MShares$122 Million22.95% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.44MShares$72.8 Million5.96% of portfolio
-
Waddell & Associates, LLC1.99MShares$59.6 Million7.2% of portfolio