First Foundation Advisors Schwab Strategic Tr 1000 Index Transaction History

First Foundation Advisors

$2.58 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$40.46 - $46.8 $457,683 - $529,401	-11,312 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$42.49 - $46.85 $480,646 - $529,967	11,312 New	11,312 $527,000

Others Institutions Holding SCHK

# of Institutions

184

Shares Held

44.8M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

28.6M
Shares

$842 Million
3.25% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$205 Million
12.67% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$77.5 Million
5.98% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$61.8 Million
27.6% of portfolio
Waddell & Associates, LLC

963K
Shares

$28.4 Million
6.53% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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