Jfs Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Jfs Wealth Advisors, LLC
- $1.46 Billion
- Q4 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 394 shares of SCHK stock, worth $11,469. This represents 0.0% of its overall portfolio holdings.
Number of Shares
394
Previous 197
100.0%
Holding current value
$11,469
Previous $10,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding SCHK
# of Institutions
188Shares Held
48MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$833 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$203 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$128 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.7 Million5.98% of portfolio
-
Waddell & Associates, LLC963KShares$28 Million6.53% of portfolio