Kingswood Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Call Options Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHK

# of Institutions

181

Shares Held

39.5M

Call Options Held

0

Put Options Held

0

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

28.6M
Shares

$827 Million
3.25% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$104 Million
12.87% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$60.6 Million
27.6% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$36.7 Million
5.84% of portfolio
Waddell & Associates, LLC

963K
Shares

$27.8 Million
6.53% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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