Kathmere Capital Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Kathmere Capital Management, LLC
- $1.02 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$817 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$103 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$59.9 Million27.6% of portfolio
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Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.3 Million5.84% of portfolio
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Waddell & Associates, LLC963KShares$27.5 Million6.53% of portfolio