Innealta Capital, LLC Schwab Strategic Tr 1000 Index Transaction History

Innealta Capital, LLC

$201 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 29, 2024	BUY	$47.83 - $52.72 $2,534 - $2,794	53 New	53 $2,000

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

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