Key F Inancial Inc Schwab Strategic Tr 1000 Index Transaction History

Key F Inancial Inc

$433 Million
Q4 2024

A detailed history of Key F Inancial Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Key F Inancial Inc holds 3,768 shares of SCHK stock, worth $109,837. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,768

Holding current value

$109,837

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$27.45 - $55.56 $103,431 - $209,350	3,768 New	3,768 $106,000

Others Institutions Holding SCHK

# of Institutions

187

Shares Held

44.9M

Call Options Held

Put Options Held

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

28.6M
Shares

$834 Million
3.25% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$203 Million
12.67% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$76.8 Million
5.98% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$61.2 Million
27.6% of portfolio
Waddell & Associates, LLC

963K
Shares

$28.1 Million
6.53% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

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