Dowling & Yahnke LLC Schwab Strategic Tr 1000 Index Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
Shares
4 transactions
Others Institutions Holding SCHK
# of Institutions
215Shares 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
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$74.9 Million5.8% of portfolio
-
Waddell & Associates, LLC1.99MShares$56.7 Million7.2% of portfolio