Halbert Hargrove Global Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Halbert Hargrove Global Advisors, LLC
- $1.76 Billion
- Q1 2025
A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 3,510 shares of SCHK stock, worth $99,859. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,510
Previous 3,510
-0.0%
Holding current value
$99,859
Previous $99,000
6.06%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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