Howe & Rusling Inc Schwab Strategic Tr 1000 Index Transaction History

Howe & Rusling Inc

$1.18 Billion
Q1 2025

A detailed history of Howe & Rusling Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Howe & Rusling Inc holds 336 shares of SCHK stock, worth $10,335. This represents 0.0% of its overall portfolio holdings.

Number of Shares

336

Holding current value

$10,335

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Jun 17, 2025	BUY	$26.53 - $29.63 $8,914 - $9,955	336 New	336 $9,000

Others Institutions Holding SCHK

# of Institutions

223

Shares Held

70M

Call Options Held

3.2K

Put Options Held

8.21K

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

47M
Shares

$1.44 Billion
2.72% of portfolio
Legacy Wealth Management, Inc

6.65M
Shares

$205 Million
12.34% of portfolio
Warwick Investment Management, Inc.

4.09M
Shares

$126 Million
23.81% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.44M
Shares

$74.9 Million
5.96% of portfolio
Waddell & Associates, LLC

1.99M
Shares

$61.3 Million
7.2% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

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