Glassman Wealth Services Schwab Strategic Tr 1000 Index Transaction History
Glassman Wealth Services
- $585 Million
- Q3 2024
A detailed history of Glassman Wealth Services transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Glassman Wealth Services holds 1 shares of SCHK stock, worth $28. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1
Previous 1
-0.0%
Holding current value
$28
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
180Shares Held
39.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$803 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$101 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$58.9 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$35.7 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27 Million6.53% of portfolio