Halbert Hargrove Global Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Halbert Hargrove Global Advisors, LLC
- $2.02 Billion
- Q3 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 $111,898. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,510
Previous 3,510
-0.0%
Holding current value
$111,898
Previous $104,000
7.69%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
237Shares Held
72.1MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.49 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$203 Million12.04% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$112 Million19.69% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$98.6 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$77.5 Million5.96% of portfolio