Inspire Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History

Inspire Advisors, LLC

$721 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 30, 2021	SELL	$36.87 - $39.72 $66,181 - $71,297	-1,795 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$32.23 - $37.39 $57,852 - $67,115	1,795 New	1,795 $67,000

Others Institutions Holding SCHK

# of Institutions

202

Shares Held

69.8M

Call Options Held

3.9K

Put Options Held

6.9K

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

47.7M
Shares

$1.28 Billion
2.85% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$187 Million
12.67% of portfolio
Warwick Investment Management, Inc.

4.39M
Shares

$118 Million
25.69% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$70.5 Million
5.98% of portfolio
Waddell & Associates, LLC

1.94M
Shares

$51.9 Million
5.64% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

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