Legacy Wealth Management, Inc Schwab Strategic Tr 1000 Index Transaction History
Legacy Wealth Management, Inc
- $1.61 Billion
- Q2 2025
A detailed history of Legacy Wealth Management, Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 6,650,328 shares of SCHK stock, worth $202 Million. This represents 12.34% of its overall portfolio holdings.
Number of Shares
6,650,328
Previous 6,893,528
3.53%
Holding current value
$202 Million
Previous $186 Million
6.86%
% of portfolio
12.34%
Previous 12.37%
Shares
31 transactions
Others Institutions Holding SCHK
# of Institutions
228Shares Held
70MCall Options Held
3.2KPut Options Held
8K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.42 Billion2.72% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$124 Million23.81% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.44MShares$73.9 Million5.96% of portfolio
-
Waddell & Associates, LLC1.99MShares$60.5 Million7.2% of portfolio
-
Creative Planning Overland Park, KS854KShares$25.9 Million0.02% of portfolio