Foster & Motley Inc Schwab Strategic Tr 1000 Index Transaction History

Foster & Motley Inc

$1.58 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 20, 2020	SELL	$23.93 - $31.78 $445,385 - $591,489	-18,612 Closed	0 $0
Q1 2020 Apr 21, 2020	BUY	$21.7 - $33.28 $403,880 - $619,407	18,612 New	18,612 $467,000

Others Institutions Holding SCHK

# of Institutions

176

Shares Held

34.9M

Call Options Held

0

Put Options Held

0

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

24.2M
Shares

$676 Million
2.82% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$101 Million
12.87% of portfolio
Warwick Investment Management, Inc.

1.88M
Shares

$52.5 Million
23.08% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$35.5 Million
5.84% of portfolio
Waddell & Associates, LLC

950K
Shares

$26.6 Million
6.58% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foster & Motley Inc, based on Form 13F filings with the SEC.

News

Stay updated on Foster & Motley Inc with notifications on news.