Legacy Wealth Management, Inc Schwab Strategic Tr 1000 Index Put Options Transaction History

Legacy Wealth Management, Inc

$1.54 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHK

# of Institutions

182

Shares Held

41M

Call Options Held

0

Put Options Held

0

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

28.6M
Shares

$828 Million
3.25% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$76.2 Million
5.98% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$60.7 Million
27.6% of portfolio
Waddell & Associates, LLC

963K
Shares

$27.9 Million
6.53% of portfolio
Blake Schutter Theil Wealth Advisors, LLC Dayton, OH

311K
Shares

$8.99 Million
12.34% of portfolio

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