Kaizen Financial Strategies Schwab Strategic Tr 1000 Index Transaction History
Kaizen Financial Strategies
- $153 Million
- Q2 2024
A detailed history of Kaizen Financial Strategies transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Kaizen Financial Strategies holds 12,620 shares of SCHK stock, worth $696,624. This represents 0.43% of its overall portfolio holdings.
Number of Shares
12,620
Previous 12,605
0.12%
Holding current value
$696,624
Previous $638,000
3.45%
% of portfolio
0.43%
Previous 0.37%
Shares
14 transactions
Others Institutions Holding SCHK
# of Institutions
169Shares Held
34.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$1.33 Billion2.82% of portfolio
-
Legacy Wealth Management, Inc3.65MShares$201 Million13.81% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$104 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$70 Million5.9% of portfolio
-
Waddell & Associates, LLC950KShares$52.4 Million6.58% of portfolio