Financial Synergies Wealth Advisors, Inc. Schwab Strategic Tr 1000 Index Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
Shares
4 transactions
Others Institutions Holding SCHK
# of Institutions
164Shares Held
34.8MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.4MShares$1.28 Billion2.79% of portfolio
-
Legacy Wealth Management, Inc3.65MShares$192 Million13.81% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$98.6 Million22.84% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$66.6 Million5.9% of portfolio
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Waddell & Associates, LLC950KShares$49.9 Million6.56% of portfolio